Relationship Manager
SBI Mutual Fund · Jamshedpur · onsite · Posted 63d ago
Undisclosed5–10 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 channel (i.e. Individual Financial Advisors) for the AMC based on overall strategy
- Significantly Increase the market share of AMC in the IFA Channel.
- Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFAs
- 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
- Conduct trainings
- Investor Awareness Programs
- Overall contribution/profitability of the AMC
- Comply with and promote adherence to the organizations Information Security Policy and
- related procedures, ensuring all activities align with regulatory requirements.
Preferred candidate profile :
- Excellent Communication Skills, Written & Verbal
- Account Management skills and Presentation Skills
- Negotiation and Channel Management Skills
- Result Orientation - Concern for Excellence
- Analytical Skills
Sourced from naukri
Skills
NISMIfa ChannelAsset ManagementAmcMutual Fundsrelationship building
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
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