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