8 SBI Mutual Fund Relationship Manager Jobs

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