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 Current 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 organizations Information Security Policy and
related procedures, ensuring all activities align with regulatory requirements.
Preferred candidate profile :
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 transparent 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