- Investment Advisor
- Company: SBI BankÂ
- Experience: 1Â –Â 6Â years
- Salary: 1.5-6 Lacs P.A.
- Location: Pune
- Qualification: B.com, BBAÂ
- Full Time,
Discover SBI Bank Relationship Manager Job 2025 Best Opportunities |Apply Right Now
A Relationship Manager in SBI Bank is liable for handling client relationships, promoting SBI Mutual Fund products, and making sure of commercial organization grows through powerful income strategies. They work carefully with SBI branches to beautify market penetration and meet income targets. Their function includes obtaining new clients, maintaining modern-day customers, and ensuring regulatory compliance. Strong networking, account management, and customer support abilities are vital. As part of SBI, they experience the financial organization’s good-sized gain and popularity, allowing them to deliver notable financial answers while preserving excessive ethical necessities and patron acceptance as true.
About CompanyÂ
The State Bank of India (SBI) is India’s biggest public area financial institution with a rich legacy spanning over two centuries. Established in 1955, SBI has grown to become a worldwide economic powerhouse, providing a wide variety of banking and economic offerings, which incorporates retail banking, corporate banking, wealth control, mutual funds, coverage, and investment banking. Discover SBI Bank Relationship Manager With a tremendous network of over 22,000 branches and sixty,000+ ATMs in the course of India and operations in more than 30 nations, SBI serves hundreds of thousands of customers internationally.
SBI has been at the leading edge of innovation, adopting virtual banking answers to beautify client revel It gives present-day online and cellular banking offerings, making sure of seamless monetary transactions. Discover SBI Bank Relationship Manager The bank performs an important characteristic in India’s financial development, assisting massive infrastructure projects, small organizations, and character banking needs.
Discover SBI Bank Relationship Manager With a sturdy determination to financial inclusion, SBI has introduced numerous initiatives to offer banking get right of access to to rural and underserved groups. It is thought for its reliability, transparency, and purchaser-centric approach, making it one of the most relied-on banking establishments in India. SBI continues to set employer benchmarks in banking excellence, financial innovation, and social duty.
Roles and Responsibilities
- Sales & Coordination: The Relationship Manager will coordinate with SBI branches inside the assigned area to force mutual fund income and resource SBI channel profits efficiently.
- Customer Acquisition & Retention: Identifying and acquiring new clients through networking, references, open market, and preserving lengthy-term relationships to ensure repeat commercial organization.
- Investor Awareness & Education: Organizing investor consciousness programs to teach capacity and present traders on various mutual fund merchandise.
- Product Promotion & Target Achievement: Actively promoting SBIMF products and assembly month-to-month, quarterly, and annual income targets.
- Channel Development & Networking: Establishing and growing a sturdy community of SBI branches and traders to decorate income and enterprise increase.
Key Responsibilities
- Sales Accountability: Assume whole duty for income ordinary overall performance inside the assigned location.
- Strategic Engagement: Work carefully with SBI branches at particular stages (Circle, RBO, and Location) to advantage income desires.
- Market Penetration: Develop deep marketplace penetration strategies to grow SBI Mutual Fund’s presence.
- Regulatory Compliance: Ensure compliance with regulatory frameworks and taxation prison suggestions related to mutual fund investments.
- Customer Satisfaction: Build and hold strong relationships with customers to beautify loyalty and delight.
Skills & Competencies
- Quick Thinking & Problem-Solving: Ability to make choices and solve troubles efficiently.
- Strong Communication Skills: Excellent verbal, written, and presentation skills for purchaser interactions.
- Account Management Expertise: Proficiency in handling consumer payments and dating construction
- Regulatory & Taxation Knowledge: Comprehensive information on organization policies and taxation policies.
- Customer-Focused Approach: An effects-pushedthoughts set with a strong focus on client pride.
Education & Qualification
- MBA or Graduate Degree: A graduate or MBA with 1-6 years of applicable enjoy inside the economic offerings enterprise.
- Mutual Fund Certification: MFD certification is needed.
- NISM VA Certification: Mandatory for managing mutual fund products.
- Equity & Debt Market Knowledge: A right understanding of investment markets is a delivered benefit.
- Sales & Business Acumen: A deep understanding of financial merchandise and profits strategies.
Job Description:Â
IntroductionSBI Funds Management Ltd. (SBIFML) is a first-rate fund control enterprise with a strong lineage tracing returned to the State Bank of India (SBI), India’s largest financial institution. As a joint project among SBI and AMUNDI (France), SBIFML brings international know-how in fund management, continuously turning in charge to investors. The company adheres to worldwide notable practices, maintaining global standards in asset control.
 Benefits of Working at SBI Bank
- Job Security & Stability: As a government-sponsored employer, SBI gives first-rate activity safety and lengthy-term career possibilities.
- Attractive Compensation & Perks: Competitive salaries, incentives, and additional perks, collectively with scientific advantages and housing allowances.
- Career Growth & Development: Opportunities for promotions, expertise enhancement packages, and management schooling.
- Work-Life Balance: Employee-nice guidelines, bendy painting options, and huge department advantages.
- Retirement Benefits & Pension Schemes: Comprehensive submit-retirement benefits, together with pension plans, gratuity, and provident fund schemes.
Company Overview:Â
SBI Funds Management Ltd. (SBIFML) is a leading asset management organization with over 36 years of experience in fund control. It is a joint challenge among the State Bank of India (SBI) and AMUNDI (France), a globally identified fund control organization. SBI holds a sixty-two 21% stake, at the same time as AMUNDI holds 36.Fifty percent through its subsidiary, Amundi India Holding. SBIFML follows global excellent practices, maintaining high necessities in funding management. Discover SBI Bank Relationship Manager The company has a strong presence within the Indian mutual fund market and is dedicated to delivering fee-driven investment solutions.
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