Relationship Manager

Role & responsibilities

• Responsible for the Sales in the Area (Multiple channels)
• Setting up and managing the network of All Channels in the Region
• Establishes productive, professional relationships with key personnel in assigned partner accounts.
• To build, develop & enhance relationships across Private Banks / State Bank Channel / IFA/ ND Channel
• Build and nurture the entire business development of all Channels in the Region.
• Ensure effective and smooth relationship with channel partners in the region for growth in business.
• Develop, implement strategy to achieve planned growth objectives for their channel.
• Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite
• Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
• Assume full accountability for all aspects of sales in their respective channel
• Help in communicating a strong and vibrant brand
• Ensuring increase in Market share in their respective channel business.
• Liaising with his distributors /banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.
• 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.
• 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

Preferred candidate profile

• MBA / Graduate
• Industry Experience of 2 - 4 years
• Good knowledge of Equity, Debt Markets and Financial Market

MFD Certified