Role & responsibilities :

- Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., National Distributors, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy
- Significantly Increase the market share of AMC in the Retail channel.
- Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA, Private Banks, ND
- Oversee and contribute to preparation of regular client reporting
- Contribute of implementation of the Short / long term sales plan for the branch
- Regular follow-up with all potential leads across products for effective conversion
- Develop, implement strategy to achieve planned growth objectives in the geographies
- Help in communicating a strong and vibrant brand
- Build, maintain an effective sales team
- MFD Certification, Conduct trainings
- Investor Awareness Programs
- Overall contribution/profitability of the AMC

Preferred candidate profile :





- Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., National Distributors, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy
- Significantly Increase the market share of AMC in the Retail channel.
- Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA, Private Banks, ND
- Oversee and contribute to preparation of regular client reporting
- Contribute of implementation of the Short / long term sales plan for the branch
- Regular follow-up with all potential leads across products for effective conversion
- Develop, implement strategy to achieve planned growth objectives in the geographies
- Help in communicating a solid and vibrant brand
- Build, maintain an effective sales team
- MFD Certification, Conduct trainings
- Investor Awareness Programs
- Overall contribution/profitability of the AMC

📌 Relationship Manager - Retail Channel (Panipat)
🏢 SBI MUTUAL FUND (SBIMF)
📍 Panipat