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9 SBI Mutual Fund Relationship Manager Jobs

Relationship Manager - Retail

1-6 years

₹ 3 - 6L/yr

Warangal

1 vacancy

Relationship Manager - Retail

SBI Mutual Fund

posted 10hr ago

Job Role Insights

Fixed timing

Job Description

Role and Responsibilities

  • Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA for the Region
  • To build, develop & enhance relationships the Retail Channel
  • Setting up and managing the network of Private Banks in the Region
  • Develop, implement strategy to achieve planned growth objectives for their channel
  • Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity / growth potential, competitor activity, existing capabilities and risk appetite
  • Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry
  • Assume full accountability for all aspects of sales in their respective channel
  • Help in communicating a strong and vibrant brand
  • Ensuring increase in market share in their respective channel business
  • Liaising with his distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head
  • 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
  • Prospecting of customers through new client acquisition, network, data base, references and open market
  • Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business
  • 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

  • Quick thinking and problem-solving skills
  • Able to work independently and as a team player
  • Excellent verbal communication skills and active listening skills
  • Account management skills, excellent presentation skills
  • Positive and enthusiastic attitude
  • Customer focus and result oriented approach

Qualification & Experience

  • A Masters degree / professional qualification
  • Undergraduate degree
  • At least 1 to 6 years of relevant experience
  • MFD Certified

Employment Type: Full Time, Permanent

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What Relationship Manager at SBI Mutual Fund are saying

3.8
 Rating based on 37 Relationship Manager reviews

Likes

Work Life Balance

  • Salary - Good
  • +6 more
Dislikes

Office Politics

Read 37 Relationship Manager reviews

Relationship Manager salary at SBI Mutual Fund

reported by 179 employees
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₹2 L/yr - ₹8 L/yr
12% less than the average Relationship Manager Salary in India
View more details

What SBI Mutual Fund employees are saying about work life

based on 341 employees
62%
39%
59%
100%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

SBI Mutual Fund Benefits

Submitted by Company
Learning
Wellness
Engagement
Recognition
Submitted by Employees
Health Insurance
Job Training
Soft Skill Training
Free Transport
Team Outings
Education Assistance +6 more
View more benefits

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