Relationship Manager

Relationship Manager – Mutual Funds

Locations:

Positions Open:

Experience:

Role & Responsibilities

• Drive sales of mutual fund products through SBI branches in the region and surrounding areas.
• Build and maintain strong relationships with customers, distributors, banks, and institutions to generate business.
• Prospect and acquire new clients through networks, references, and open markets.
• Coordinate and organize investor awareness programs.
• Ensure customer satisfaction, retention, and repeat business.
• Identify upselling opportunities and ensure achievement of monthly, quarterly, and annual sales targets.
• Ensure adherence to sales processes, compliance, and regulatory guidelines.
• Develop channels and networks to increase mutual fund sales penetration.

Skills & Competencies

• Strong communication, presentation, and relationship-building skills.
• Quick thinking and problem-solving ability.
• Customer-focused with a result-oriented approach.
• Knowledge of regulatory frameworks, taxation laws, and mutual fund products.
• Self-motivated and able to work independently as well as in a team.

Qualifications & Experience

• Graduate degree (minimum).
• NISM V-A certification is mandatory.
• Minimum 1 year of sales experience in the AMC/financial services industry preferred.
• MBA in Sales/Marketing and knowledge of equity & debt markets will be an added advantage.

Other Details

• Individual Contributor (IC) field sales role.
• Interview process: 2–3 rounds.
• Immediate joiners or candidates with notice periods up to 30 days will be preferred.