Relationship Manager ( SBG )

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 week ago
2-5 years
Jalandhar
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 4 Jan 2027

Posted: 1 week ago
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Job Description

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 New 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

Skills

Relationship ManagementManagementMutual FundsRelationshipAcquisitionManagement SkillsSelling

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