SBI Mututal Fund - Relationship Manager - SBG

Job Description:

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales.

Open Positions: 1

Mandatory Skills: NISM

Location : Pune, Maharashtra, India

Role and Responsibilities:

- Coordination with SBI Branches in the Region / Location.

- Assume full accountability for all aspects of sales in the Branch

- Coordination with SBI Branches in the Circle / RBO / Location.

- Primary responsibility of a Relationship Manager is selling of 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, data base, References and open market.

- Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head.

- Co-ordination & Organizing Investor Awareness Programs

- 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

Skills & Competencies:

- Quick thinking and problem-solving skills

- Able to work independently and as a team player

- Excellent communication skills and active listening skills

- Account Management skills, Excellent Presentation Skills

- Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.

- Thorough understanding of regulatory framework and Taxation Laws

- Positive and enthusiastic attitude

- Customer focus and result oriented approach

Qualification & Experience:

- MBA & Graduate with 0 2 years of Industry Experience

- Good knowledge of Equity, Debt Markets will be added advantage

- MFD Certified

Education/Qualifications : Post Graduate

Experience : 4 to 10 Years

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