Relationship Manager

5 days ago


Hyderabad, Telangana, India SBI MUTUAL FUND (SBIMF) Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Role & responsibilities

  • Develop, implement strategy to achieve planned growth objectives for the IFA channel
  • Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process
  • Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM
  • Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite;
  • Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
  • Assume full accountability for all aspects of sales in their respective channel
  • Help in communicating a strong and vibrant brand
  • Ensuring increase in Market share in the IFA channel business.
  • 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.
  • Responsible for achieving Sales Targets, Sales patterns in the market.
  • Market & industry analysis, Generating & increasing sales.
  • Prospecting of customers through New client acquisition, network, data base, References and open market.
  • To penetrate all targeted key accounts and originate upselling opportunities
  • Ensure adherence to sales processes and requirements.
  • Achievement of monthly, quarterly & yearly business plan

Skills & Competencies

  • Quick thinking and problem-solving skills
  • 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

Preferred candidate profile

  • A Masters degree/professional qualifications
  • Undergraduate degree;
  • At least 2 – 4 years' experience in AMC / BFSI Space
  • MDF Certified


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