Relationship Manager

Role & responsibilities :

• Responsible for Institutional sales or Key Accounts Management.
• Experience in directly handling Family Offices / HNI / SME clients / Corporates.
• Drive business growth in Institutional Investor Space for the Company.
• An Expert in B2B sales, Corporate / Institutional Sales
• New Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).
• 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.
• Liaising with Corporates / distributors / banks / institutions / SMEs
• Building and maintaining healthy business relations with Institutional Investors
• 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

Preferred candidate profile :

• MBA/Graduate with 5+ years of Industry Experience in directly handling Family Offices / HNI / SME clients / Corporates preferably in Kolkata
• SME clients are defined as Educational Institutes / Hospitals / Trusts / Mid-size companies.
• Candidates from MF Industry / Wealth RMs of Pvt Banks or Corporate / National Distributors, having direct access to the above-mentioned relationships.
• Having experience in managing own book size of over Rs 300 Cr of AUM in core assets.
• Good knowledge of Equity, Debt Markets and Financial Market & also Global Market

MFD Certified