Roles & Responsibilities

• Develop, implement strategy to achieve planned growth objectives for the IFA channel
Acquisition of New 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 prospect/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 explicit and fair idea about the products of our competition.
Thorough understanding of regulatory framework and Taxation Laws
Positive and enthusiastic attitude
Customer focus and result oriented approach

Desirable 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 explicit and fair idea about the products of our competition.
Thorough understanding of regulatory framework and T

📌 Relationship Manager Jaipur
🏢 SBI Funds Management
📍 Jaipur