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 (Mumbai)
🏢 SBI Funds Management
📍 Mumbai