Senior Relationship Manager - Institutional Sales

This is a senior-level position that offers a highly coveted opportunity for an experienced professional in institutional sales.

Role and Responsibilities

• Responsible for Institutional sales or Key Accounts Management.
• Experience in directly handling Family Offices / HNI / SME clients / Corporates.
• Drive business growth in Institutional Investor Space for the Company.
• An Expert in B2B sales, Corporate / Institutional Sales
• New Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).
• Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
• Liaising with Corporates / distributors / banks / institutions / SMEs
• Building and maintaining healthy business relations with Institutional Investors
• To penetrate all targeted key accounts and originate upselling opportunities
• Ensure adherence to sales processes and requirements.
• Achievement of monthly, quarterly & yearly business plan.
• Channel Development & networking skills for achieving Channel Sales

Skills & Competencies

• Wide network of contacts across intermediaries / Institutional Investors / Corporate Investors 
• Self-starters and goal oriented
• Understanding of Treasury and Fixed Income products
• Able to work independently and as a team player
• Excellent verbal communication skills and active listening skills
• Account Management skills, Excellent Presentation Skills
• Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.
• Thorough understanding of regulatory framework and Taxation Laws
• Positive and enthusiastic attitude
• Customer focus and result oriented approach

Qualification & Experience

• MBA/Graduate with 8+ years of Industry Experience in directly handling Family Offices / HNI / SME clients / Corporates
• SME clients are defined as Educational Institutes / Hospitals / Trusts / Mid-size companies.
• Candidates from MF Industry / Wealth RMs of Pvt Banks or Corporate / National Distributors, having direct access to the above-mentioned relationships.
• Having experience in managing own book size of over Rs 300 Cr of AUM in core assets.
• Good knowledge of Equity, Debt Markets and Financial Market & also Global Market
• MFD Certified