Relationship Manager-BFSI

1 week ago

Coimbatore, Tamil Nadu, India Get Interview Confidence Full time

Domain: Banking/Financial Services/Insurance

Location: India - Agartala, Aizawl, Gulbarga

Salary: INR 500000 - 800000

Experience: 2-5yrs

Mail: hr@getinteviewconfidence.com

Role 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.


• The primary responsibility of a Relationship Manager is selling SBIMF products at thelocation and areas in and around the identified location and Relationship Building forgenerating sales.


• Prospecting of customers through New client acquisition, network, database, Referencesand open market.


• Liaising with his investors / distributors / banks / institutions 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 customersatisfaction & 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 theproducts 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 2 – 5 years of Industry Experience


• Good knowledge of Equity, Debt Markets will be added advantage


• MFD Certified

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