27 SBI Mutual Fund Jobs
SBI Mutual Fund - Affluent Client Relationship Manager (5-10 yrs)
SBI Mutual Fund
posted 1mon ago
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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