Relationship Manager

1 day ago


Jalandhar, Punjab, India SBI MUTUAL FUND (SBIMF) Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Role & 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 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 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


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