Role & responsibilities :

Responsible for Institutional sales or Key Accounts Management.
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 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

Preferred candidate profile

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

Relationship Manager

Job Description