Relationship Manager - Institutional Sales Channel

Relationship Manager-

Institutional Channel

Job Category: Sales & Marketing

Department/Group: PDM Designation As per Experience

Location: Travel Required: Yes

Report To Channel Head Position Type: Full Time

Job Description

Role and 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

Skills & Competencies

• Wide network of contacts across intermediaries / Institutional Investors / Corporate

Investors

• Self-starters and goal oriented
• Understanding of Treasury and Fixed Income products
• Able to work independently and as a team player
• Excellent verbal 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 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
• Send Cv to maria.j@cielhr.com