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SBI Mutual Fund - Affluent Client Relationship Manager (5-10 yrs)

5-10 years

SBI Mutual Fund - Affluent Client Relationship Manager (5-10 yrs)

SBI Mutual Fund

posted 1mon ago

Job Role Insights

Fixed timing

Job Description

Key Responsibilities

1. Client Acquisition and Relationship Management

- Identify, prospect, and acquire new high-net-worth clients (HNWIs).

- Build, nurture, and sustain long-term relationships with existing clients.

- Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions.

2. Product Knowledge and Sales

- Attain deep expertise in mutual funds and alternative investment products.

- Present and explain product features, benefits, and associated risks to clients effectively.

- Drive cross-selling and upselling initiatives to achieve sales and revenue targets for the assigned region.

3. Market Intelligence and Competitive Analysis

- Monitor industry trends, regulatory updates, and competitors' strategies.

- Formulate innovative sales strategies to enhance market presence.

4. Compliance and Risk Management

- Ensure adherence to regulatory guidelines and internal compliance standards.

- Proactively manage risks to safeguard clients' and the company's interests.

- Maintain precise and up-to-date documentation of client interactions and transactions.

Skills and Qualifications

- Educational Background: MBA from a reputed institution

- Certifications: NISM V-A and XXI-A

- Experience: 5-10 years in financial services, preferably in wealth management or sales of investment products

- Strong knowledge of Indian capital markets and financial instruments

- Excellent communication, presentation, and relationship-building skills.

- Proven sales and negotiation expertise with a results-driven approach

- Ability to work independently and collaboratively in a fast-paced environment


Functional Areas: Other

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Prepare for Client Relationship Manager roles with real interview advice

Top SBI Mutual Fund Client Relationship Manager Interview Questions

Q1. what is the bank account?
Q2. what is the furniture?
Q3. what is the purchase?
View all 9 questions

What people at SBI Mutual Fund are saying

Client Relationship Manager salary at SBI Mutual Fund

reported by 1 employee with 2 years exp.
₹4.2 L/yr - ₹5.3 L/yr
18% less than the average Client 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
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