Job Update: B.Com, M.Com, BBA, MBA Vacancy at SBI Mutual Funds

Overview:

SBI Mutual Funds is hiring for an experienced Relationship Manager at their Kolkata location to be responsible for Institutional sales or Key Accounts Management.

The complete details of this job are as follows:

What will You be Doing:

• Experience in directly handling Family Offices / HNI / SME clients / Corporates.
• Drive business growth in Institutional Investor Space for the Company.
• An Expert in B2B sales, Corporate / Institutional 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

Qualifications for this Job:

• MBA/Graduate with 5+ years of Industry Experience in directly handling Family Offices / HNI / SME clients / Corporates preferably in Kolkata
• SME clients are defined as – Educational Institutes / Hospitals / Trusts / Mid-size companies.
• Candidates from MF Industry / Wealth RMs of Pvt Banks or Corporate / National Distributors, having direct access to the above-mentioned relationships.
• Having experience in managing own book size of over Rs 300 Cr of AUM in core assets.
• Good knowledge of Equity, Debt Markets and Financial Market & also Global Market
• MFD Certified

What Skills are Needed:

• 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 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

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