Relationship Manager

Company Description SBI Mutual Fund (SBI Funds Management) is one of India's most established asset management companies, with over 37 years of experience in delivering value to investors. The organization offers a broad range of investment solutions, including Equity, Debt, Hybrid, Solution-Oriented, ELSS, Index Funds, Exchange Traded Funds, and Fund of Funds, along with offshore funds and alternative investment products (AIF & PMS). SBI Mutual Fund manages assets for a diverse investor base and focuses on transparent, compliant, and customer-centric fund management. The company follows a strict hiring practice and does not charge any fees or security deposits at any stage of the recruitment process, nor does it authorize agencies or individuals to issue employment offers on its behalf. Candidates are advised to rely only on official communication from SBI Mutual Fund and to disregard any unsolicited or fee-based job offers claiming association with the company.
Role Description The Relationship Manager role at SBI Mutual Fund in Katihar is a full-time, on-site position focused on building and maintaining strong relationships with individual and institutional investors, distributors, and other partners. The Relationship Manager will engage with existing and prospective clients to understand their financial goals, explain mutual fund products, and recommend suitable investment solutions in line with regulatory and internal guidelines. Day-to-day responsibilities include client onboarding, portfolio review meetings, responding to queries, resolving service issues, and ensuring a high standard of investor satisfaction. The role also involves coordinating with internal teams for operational support, monitoring market developments, and contributing to local business development activities and campaigns. The Relationship Manager is expected to maintain accurate documentation, comply with all regulatory requirements, and represent SBI Mutual Fund professionally in all external interactions.
Qualifications

• Strong client relationship and customer service skills, with the ability to understand investor needs and build long-term trust.
• Good communication and interpersonal skills, including clear verbal and written communication in English and local languages as applicable.
• Basic knowledge of financial markets, mutual fund products, and investment concepts; ability to explain these in a simple, investor-friendly manner.
• Sales and business development capabilities, including prospecting, follow-up, and achievement of assigned targets in a responsible manner.
• Organizational and time-management skills to handle multiple client accounts, meetings, and documentation efficiently.
• Comfort with using computers and digital tools (MS Office, CRM systems, online transaction platforms) for reporting and client servicing.
• Bachelor's degree in Finance, Commerce, Business, Economics, or a related field; professional certifications in mutual funds or financial advisory (such as NISM Series V-A or equivalent) are an advantage.
• Prior experience in mutual funds, banking, non-banking financial services,