Roles & Responsibilities

• Formulation of the marketing and the distribution plan to tap business from the respective channel (i.e. Individual Financial Advisors) for the AMC based on overall strategy
• Significantly Increase the market share of AMC in the IFA Channel.
• Planning distribution of the full range of investment products and capabilities developed by SBIMF to IFAs
• Oversee and contribute to preparation of regular client reporting
• Implement the Short / long term sales plan
• Regular follow-up with all potential leads across products for effective conversion
• Develop, implement strategy to achieve planned growth objectives in the geographies
• Help in communicating a solid and vibrant brand
• Conduct trainings




• Investor Awareness Programs
• Overall contribution/profitability of the AMC
. Comply with and promote adherence to the organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements

Mandatory Skills :

• Excellent Communication Skills, Written & Verbal
• Account Management skills and Presentation Skills
• Negotiation and Channel Management Skills
• Result Orientation - Concern for Excellence
• Analytical Skills

Desirable Skills :

NISM

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