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
Role and Responsibilities Daily funds operations • KYC and Documentations of the Investors • Subscription and Redemptions • Trade Settlement • All type of Reporting and query resolution • Overseeing Bank and Stock Reconciliations, including payments etc. • Coordinate with Registrar, Broker, Custodian, Clearing Member, Fund Administrator, Auditor, Bank and any other market intermediaries • All office related expense tracking, payments, TDS, GST etc. • Manage and comply with regulatory reporting requirements and tax filings • Dealing with all Audits (internal, statutory, regulatory, taxation etc.) • Updating of Financial statement version, preparing accounts/TB etc. • To prepare SOP and update as and when required • To interact with investors/distributors/regulators etc. Skills & Competencies • Good understanding of AIF structure and products in offshore jurisdiction • Good understanding of NAV fundamentals and calculations • Good understanding of Accounting and Audit processes and procedures • Familiar with Taxation • Client/distributor service experience will be an added advantage Qualification & Experience • CA Inter/Graduate-PG in Finance/B.Com • 5 years to 8 years experience in BFSI sector, preferably in Mutual Fund/PMS/AIF in Capital Market Operations. • Candidate with B.Com degree would be preferable with over 10-years experience.
Company Description SBI Funds Management, with over 37 years of rich experience in fund management, consistently delivers value to investors. SBI Mutual Fund offers Lumpsum and SIP investments in various mutual fund schemes including Equity Funds, Debt Funds, Hybrid Funds, Solution Oriented Funds, ELSS Funds, and others such as Index Funds, Exchange Traded Funds, and Fund of Funds. Beyond domestic mutual funds, we provide offshore funds and Alternative Investment Management Solutions (AIF & PMS) for investors. We do not charge or accept any amount or security deposit from job seekers during the selection process or for providing employment. Role Description This is a full-time on-site role for a Relations Manager located in Kalaburagi. The Relations Manager will be responsible for maintaining and developing relationships with clients, understanding their financial needs, and providing suitable investment solutions. They will also conduct market research, prepare reports, and collaborate with internal teams to enhance client satisfaction. Additionally, the Relations Manager will organize and participate in client meetings, events, and promotional activities. Qualifications Client Relationship Management and Customer Service skills Financial Analysis, Investment Strategies, and Market Research skills Excellent Communication and Presentation skills Planning, Organizing, and Event Management skills Ability to work independently and in a team Bachelor's degree in Finance, Business Administration, or a related field Experience in the financial services industry is a plus
Role and Responsibilities: - Responsible to drive the entire Business Development for State Bank Channel / Retail Channel - Wealth Counters / Private Banking Channel / IFA for the Region. - To build, develop & enhance relationships the SBG/Retail Channel - Setting up and managing the network of Private Banks in the Region, - Develop, implement strategy to achieve planned growth objectives for their channel. - Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; - Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. - Assume full accountability for all aspects of sales in their respective channel - Help in communicating a strong and vibrant brand - Ensuring increase in Market share in their respective channel business. - Liaising with his distributors /banks / institutions depending for selling / targeting specific schemes as identified by the Business Head. - 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. - 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