Relationship Manager

1 day ago


Salem, Tamil Nadu, India SBI MUTUAL FUND Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Company Description

SBI Mutual Fund (SBIMF) has over 37 years of expertise in fund management, delivering consistent value to investors. The organization offers a diverse range of investment options, including Equity Funds, Debt Funds, Hybrid Funds, Solution-Oriented Funds, and other alternatives like Exchange Traded Funds and Fund of Funds. It also provides offshore funds and Alternative Investment Solutions (AIF & PMS) for a wide range of investors. SBI Mutual Fund takes pride in managing investor assets with professionalism and integrity while ensuring transparent processes. The company follows a strict hiring policy and does not charge fees or accept deposits from job seekers during the recruitment process.

Role Description

This is a full-time, on-site role for a Relationship Manager at SBI Mutual Fund, located in Salem. The Relationship Manager will be responsible for managing and strengthening relationships with clients, advising them on investment opportunities, and ensuring client satisfaction. Day-to-day tasks include maintaining a deep understanding of mutual fund products, conducting financial planning for clients, and achieving business targets. The role requires collaboration with internal teams and a proactive approach to identifying and onboarding new clients to the organization.

Qualifications

  • Proficiency in client relationship management and customer service
  • Strong understanding of financial planning, mutual funds, and investment products
  • Excellent communication, interpersonal, and negotiation skills
  • Ability to work towards business targets and collaborate within a team
  • Bachelor's degree in Finance, Business Administration, or a related field is preferred
  • Certification in financial services or mutual fund distribution will be an advantage
  • Prior experience in financial advisory, sales, or relationship management roles is beneficial


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