Relationship Manager (Mandi)

Relationship Manager (Mandi)

12 Aug
|
SBI Funds Management
|
Mandi

12 Aug

SBI Funds Management

Mandi

Roles & Responsibilities

• Develop, implement strategy to achieve planned growth objectives for the IFA channel
• Acquisition of Recent IFAs the system for B2B sales which needs to be continuous and ongoing process
• Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM
• 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 the IFA channel business.
• 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.
• Responsible for achieving Sales Targets, Sales patterns in the market.
• Market & industry analysis,



Generating & increasing sales.
• Prospecting of customers through New client acquisition, network, data base, References and open market.
• To penetrate all targeted key accounts and originate upselling opportunities
• Ensure adherence to sales processes and requirements.
• Achievement of monthly, quarterly & yearly business plan
“Comply with and promote adherence to the organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.”

Mandatory Skills :

• Quick thinking and problem-solving skills
• 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 framewor

📌 Relationship Manager (Mandi)
🏢 SBI Funds Management
📍 Mandi

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