Role & responsibilities :

- Responsible for Institutional sales or Key Accounts Management.
- Experience in directly handling Family Offices / HNI / SME clients / Corporates.
- Drive business growth in Institutional Investor Space for the Company.
- An Expert in B2B sales, Corporate / Institutional Sales
- Recent Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).
- 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.
- Liaising with Corporates / distributors / banks / institutions / SMEs
- Building and maintaining healthy business relations with Institutional Investors
- 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

Preferred candidate profile

- MBA/Graduate with 5+ years of Industry Experience in directly handling Family Offices / HNI / SME clients / Corporates preferably in Kolkata
- SME clients are defined as Educational Institutes / Hospitals / Trusts / Mid-size companies.
- Candidates from MF Industry / Wealth RMs of Pvt Banks or Corporate / National Distributors, having direct access to the above-mentioned relationships.
- Having experience in managing own book size of over Rs 300 Cr of AUM in core assets.
- Good knowledge of Equity, Debt Markets and Financial Market & also Global Market

MFD Certified

📌 Relationship Manager (Ahmedabad)
🏢 SBI MUTUAL FUND (SBIMF)
📍 Ahmedabad