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62 SBI Mutual Fund Jobs

Relationship Manager - Banking

4-9 years

₹ 8 - 12L/yr

Nashik

3 vacancies

Relationship Manager - Banking

SBI Mutual Fund

posted 6d ago

Job Description

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales.


Roles and Responsibilities


  • Coordination with SBI Branches in the Region / Location.
  • Assume full accountability for all aspects of sales in the Branch
  • Coordination with SBI Branches in the Circle / RBO / Location.
  • 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.
  • Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head.
  • Co-ordination & Organizing Investor Awareness Programs
  • 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 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 1-5 years of Industry Experience
  • Good knowledge of Equity, Debt Markets will be added advantage
  • MFD Certified
  • Mandatory NISM VA Certificate

Employment Type: Full Time, Permanent

Read full job description

SBI Mutual Fund Interview Questions & Tips

Prepare for SBI Mutual Fund Relationship Manager roles with real interview advice

People are getting interviews at SBI Mutual Fund through

(based on 16 SBI Mutual Fund interviews)
Campus Placement
Job Portal
Referral
Company Website
Walkin
30%
25%
13%
13%
13%
6% candidates got the interview through other sources.
High Confidence
?
High Confidence means the data is based on a large number of responses received from the candidates.

What people at SBI Mutual Fund are saying

3.8
 Rating based on 35 Relationship Manager reviews

Likes

Only poltics is there

Dislikes

Staff is not good

Read 35 reviews

Relationship Manager salary at SBI Mutual Fund

reported by 171 employees
₹2 L/yr - ₹8 L/yr
11% less than the average Relationship Manager Salary in India
View more details

What SBI Mutual Fund employees are saying about work life

based on 322 employees
62%
38%
61%
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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