Relationship Manager

1 day ago

Haldwani, Uttarakhand, India SBI Funds Management Limited Full time ₹ 5,00,000 - ₹ 25,00,000 per year


Roles & Responsibilities


• Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., State Bank Channel, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy

• Significantly Increase the market share of AMC in the State bank group

• Planning distribution of the full range of investment products and capabilities developed by SBIFM to financial institutions, HNI Investors, Family business, IFA, Private Banks, ND

• Oversee and contribute to preparation of regular client reporting

• Implement the Short / long term sales plan

• Regular follow-up with all potential leads across products for effective conversion

• Develop, implement strategy to achieve planned growth objectives in the geographies

• Help in communicating a strong and vibrant brand

• Build, maintain an effective sales team

• Conduct trainings

• Investor Awareness Programs

• Overall contribution/profitability of the AMC



Mandatory Skills :


• Excellent Communication Skills, Written & Verbal

• Account Management skills and Presentation Skills

• Negotiation and Channel Management Skills

• Result Orientation - Concern for Excellence

• Analytical Skills



Desirable Skills :


• Excellent Communication Skills, Written & Verbal

• Account Management skills and Presentation Skills

• Negotiation and Channel Management Skills

• Result Orientation - Concern for Excellence

• Analytical Skills


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