Relationship Manager

5 hours ago

Aurangabad, Maharashtra, India SBI Funds Management Limited Full time ₹ 5,00,000 - ₹ 15,00,000 per year


Roles & Responsibilities

Role 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.

• The primary responsibility of a Relationship Manager is selling 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, database, 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



Mandatory Skills :

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



Desirable Skills :

Qualification & Experience

• 2 – 5 years of Industry Experience

• Good knowledge of Equity, Debt Markets will be added advantage

• MDF Certified


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