Join the Winning Team! SBI Mutual Fund is recruiting for the role of Relationship Manager – Retail Sales in Beed, Maharashtra. ( 0-10 yr exp )

October 19, 2023 Tushar S.

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About SBI Mutual Fund :

SBI Mutual Fund is a leading asset management company in India, offering a wide range of mutual fund schemes designed to meet the diverse financial goals of investors. With a strong track record of performance, transparency, and customer trust, SBI Mutual Fund is committed to delivering value and wealth creation for its investors. They are known for their innovative investment solutions, experienced fund management team, and a customer-centric approach that caters to both individual and institutional investors.

Job Overview :

Job Title: Relationship Manager – Retail Sales

Location: Beed, Maharashtra, India

Mandatory Skills: NISM, relationship management, Retail, retail sales, Mutual Funds Sales

Job Description :

The ideal candidate should excel in communication, thrive as a team player, and possess the skills to foster strong connections with investors.

Roles & Responsibilities:

Drive the entire Business Development for Retail Channel, including Wealth Counters, Private Banking Channel, and IFA for the Region.
Build, develop, and enhance relationships within the Retail Channel.
Set up and manage the network of Private Banks in the Region.
Develop and implement a strategy to achieve planned growth objectives for the channel.
Execute and manage the retail strategy and tactical business plan, considering market opportunities, competitor activity, existing capabilities, and risk appetite.
Ensure that the mobilization achieved for all company schemes is the best in the industry.
Assume full accountability for all aspects of sales in their respective channel.
Help in promoting a strong and vibrant brand.
Ensure an increase in market share in their respective channel business.
Liaise with distributors, banks, and institutions for selling and targeting specific schemes identified by the Business Head.
The primary responsibility of a Relationship Manager is selling SBIMF products in the location and surrounding areas, along with relationship building to generate sales.
Prospecting new customers through client acquisition, network, database, references, and the open market.
Build and maintain healthy business relations with customers, enhancing customer satisfaction and securing repeat business.
Penetrate all targeted key accounts and identify upselling opportunities.
Ensure adherence to sales processes and requirements.
Achieve monthly, quarterly, and yearly business plan.
Develop channel development and networking skills to achieve Channel Sales.