Relationship Manager

3 days ago

Salem, Tamil Nadu, India SBI MUTUAL FUND (SBIMF) Full time ₹ 4,00,000 - ₹ 12,00,000 per year

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 2-5 years of Industry Experience
  • Good knowledge of Equity, Debt Markets will be added advantage
  • MFD Certified

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