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    Job · 19688067

    SBI Mutual Fund logo

    Relationship Manager ( SBG )

    SBI Mutual Fund · Not specified · onsite · Posted 22d ago

    Undisclosed2–5 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Role & 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
    • Comply with and promote adherence to the organizations Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.



    Preferred candidate profile :

    • 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


    Sourced from naukri

    Skills

    Mutual Funds

    About SBI Mutual Fund

    SBI Mutual Fund logo

    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

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    Relationship Manager ( SBG ) · waiting for your command