This position will be responsible for mobilising Mutual Fund Sales through an Institutional channel / national distribution channel .

Roles and Responsibilities

- Responsible for Institutional sales or Key Accounts Management.

- Drive business growth in Institutional Investor Space for the Company.

- An Expert in B2B sales, Corporate / Institutional Sales / National distribution sales

- New Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).

- Primary responsibility of a Relationship Manager is selling of 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

Skills & Competencies

- Wide network of contacts across intermediaries / Institutional Investors / Corporate Investors

- Self-starters and goal oriented

- Understanding of Treasury and Fixed Income products

- Able to work independently and as a team player

- Excellent verbal communication skills and active listening skills

- Account Management skills, Excellent Presentation Skills

- Should have a thorough understanding of our products and a explicit 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

Qualification & Experience

- MBA

- Graduate with 3 - 6 years of Industry Experience

- Good knowledge of Equity, Debt Markets and Financial Market & also Global Market

- MFD Certified

📌 Relationship Manager - Institutional Sales & ND (Belagavi)
🏢 SBI MUTUAL FUND (SBIMF)
📍 Belagavi