Role and Responsibilities
For SBI Mutual Fund recruitment 2021, check roles & responsibilities for Relationship Manager vacancies.
- 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 New client acquisition, network, database, References, and open market.
- Liaising with his investors/distributors/banks/institutions depending on selling/targeting specific schemes as identified by the Business Head.
- Co-ordination & Organizing Investor Awareness Programs
- Building and maintaining healthy business relations with customers, 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.
Skills & Competencies
For SBI Mutual Fund recruitment 2021, check skills & competencies for Relationship Manager vacancies.
- 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
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Customer focus and result-oriented approach.