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 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

📌 Relationship Manager(OffRoll) (Patna)
🏢 SBI MUTUAL FUND (SBIMF)
📍 Patna