Relationship Manager

Company Description

SBI Funds Management, with over 37 years of experience, consistently delivers value to investors through expertise in fund management. SBI Mutual Fund offers various investment schemes including Equity Funds, Debt Funds, Hybrid Funds, Solution Oriented Funds, ELSS Funds, Index Funds, and Exchange-Traded Funds. The company also provides offshore funds and Alternative Investment Management Solutions (AIF & PMS) for investors. Based on its robust portfolio management, SBI Mutual Fund is trusted by a vast clientele.

Role Description

This is a full-time, on-site role for a Relationship Manager based in Tirunelveli. The Relationship Manager will be responsible for building and maintaining relationships with clients, answering their queries, and providing advice on various investment products. Daily tasks include meeting potential clients, conducting presentations, and following up with existing clients to ensure satisfaction and encourage ongoing investment. The role requires regular reporting and collaboration with other team members to achieve business goals.

Qualifications

• Excellent communication and interpersonal skills
• Strong understanding of mutual funds, investment instruments, and financial markets
• Customer service experience and client relationship management
• Proficiency in financial analysis and presentation skills
• Ability to work onsite in Tirunelveli and willingness to travel as needed
• Bachelor's degree in Finance, Business, Economics, or a related field
• Prior experience in the mutual fund industry is a plus