Role & responsibilities
- Coordination with SBI Branches in the Region / Location.
- Assume full accountability for all aspects of sales in the Branch
- Coordination with SBI Branches in the Circle / RBO / Location.
- The primary responsibility of a Relationship Manager is selling SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
- Prospecting of customers through Recent client acquisition, network, database, References and open market.
- Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.
- Co-ordination & Organizing Investor Awareness Programs
- Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business.
- To penetrate all targeted key accounts and originate upselling opportunities
- Ensure adherence to sales processes and requirements.
- Achievement of monthly, quarterly & yearly business plan.
- Channel Development & networking skills for achieving Channel Sales
Comply with and promote adherence to the organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.”
Skills & Competencies
- Quick thinking and problem-solving skills
- Able to work independently and as a team player
- Excellent 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 framework and Taxation Laws
- Positive and enthusiastic attitude
- Customer focus and result oriented approach
Preferred candidate profile
- Graduate with 1 -3 years of Industry Experience
- Good knowledge of Equity, Debt Markets will be added advantage
- MDF Certified