Relationship Manager - Retail Channel
SBI Mutual Fund · Panipat · onsite · Posted 49d ago
Undisclosed1–2 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities :
- Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., National Distributors, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy
- Significantly Increase the market share of AMC in the Retail channel.
- Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA, Private Banks, ND
- Oversee and contribute to preparation of regular client reporting
- Contribute of implementation of the Short / long term sales plan for the branch
- 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
- MFD Certification, Conduct trainings
- Investor Awareness Programs
- Overall contribution/profitability of the AMC
Preferred candidate profile :
- Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., National Distributors, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy
- Significantly Increase the market share of AMC in the Retail channel.
- Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA, Private Banks, ND
- Oversee and contribute to preparation of regular client reporting
- Contribute of implementation of the Short / long term sales plan for the branch
- 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
- MFD Certification, Conduct trainings
- Investor Awareness Programs
- Overall contribution/profitability of the AMC
Sourced from naukri
Skills
NISMRetail SalesMutual Funds
About SBI Mutual Fund
SBI Mutual Fund
Financial Services
1.0k+
employees
1987
39 years old
Mumbai, Maharashtra
India
₹7.1L PA avg
Avg at SBI Mutual Fund
About
A prominent asset management entity, leveraging decades of experience to enhance investments while adhering to global finance standards and practices.
Industries
Financial Services
Employee ratings
10 reviews
3.8/ 5
Culture
3.5
Career growth
2.4
Work-life
3.6
Employees rate it well for
Job Security41Work-Life Balance39
Find them on