SBI Mutual Fund - Senior Relationship Manager - Institutional Sales (8-15 yrs)

Senior Relationship Manager - Institutional Sales

Job description:

- 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 300 Cr of AUM in core assets.

- Good knowledge of Equity, Debt Markets and Financial Market & also Global Market

- MFD Certified