Job Description
Apply on LinkedIn
Career Opportunities: RM - Banking - Pune (1738)
SBI MUTUAL FUND
Pune, Maharashtra
Apply on LinkedIn
24 hours agoFull–time
Job Title
Relationship Manager – Retail Channel
Job Category
Sales & Marketing
Department/Group
PDM
Job Code/ Req#:
Assistant/Deputy Manager
Location:
Pune
Travel Required
Yes
Report To
Branch Head
Position Type
Full Time
Job Description
Role and Responsibilities
• Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA for the Region.
• To build, develop & enhance relationships the Retail Channel
• Setting up and managing the network of Private Banks in the Region,
• Develop, implement strategy to achieve planned growth objectives for their channel.
• Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite;
• Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
• Assume full accountability for all aspects of sales in their respective channel
• Help in communicating a strong and vibrant brand
• Ensuring increase in Market share in their respective channel business.
• Liaising with his distributors /banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.
• 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.
• Prospecting of customers through New client acquisition, network, data base, References and open market.
• 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
Skills & Competencies
• Quick thinking and problem-solving skills
• Able to work independently and as a team player
• Excellent verbal communication skills and active listening skills
• Account Management skills, Excellent Presentation Skills
• Positive and enthusiastic attitude
• Customer focus and result oriented approach
Qualification & Experience
• A Master’s degree/professional qualifications
• Undergraduate degree;
• At least 2 – 4 years’ of relevant experience
• MDF Certified
Career Opportunities: RM - Banking - Pune (1738)
SBI MUTUAL FUND
Pune, Maharashtra
Apply on LinkedIn
24 hours agoFull–time
Job Title
Relationship Manager – Retail Channel
Job Category
Sales & Marketing
Department/Group
PDM
Job Code/ Req#:
Assistant/Deputy Manager
Location:
Pune
Travel Required
Yes
Report To
Branch Head
Position Type
Full Time
Job Description
Role and Responsibilities
• Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA for the Region.
• To build, develop & enhance relationships the Retail Channel
• Setting up and managing the network of Private Banks in the Region,
• Develop, implement strategy to achieve planned growth objectives for their channel.
• Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite;
• Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
• Assume full accountability for all aspects of sales in their respective channel
• Help in communicating a strong and vibrant brand
• Ensuring increase in Market share in their respective channel business.
• Liaising with his distributors /banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.
• 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.
• Prospecting of customers through New client acquisition, network, data base, References and open market.
• 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
Skills & Competencies
• Quick thinking and problem-solving skills
• Able to work independently and as a team player
• Excellent verbal communication skills and active listening skills
• Account Management skills, Excellent Presentation Skills
• Positive and enthusiastic attitude
• Customer focus and result oriented approach
Qualification & Experience
• A Master’s degree/professional qualifications
• Undergraduate degree;
• At least 2 – 4 years’ of relevant experience
• MDF Certified
💡 Quick Summary
Seeking a career-building opportunity? The Career Opportunities| RM | Banking | |1738 position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
