Relationship Manager

Company Description

SBI Mutual Fund, powered by over 37 years of expertise in fund management, offers a diverse range of investment solutions, including Equity Funds, Debt Funds, Hybrid Funds, and more. With a strong focus on delivering value to investors, the company manages both domestic mutual funds and offshore funds, along with alternative investment solutions like AIF and PMS. Committed to prioritizing a transparent and ethical hiring process, SBI Mutual Fund does not charge any fees during the recruitment process and advises against responding to fraudulent job offers. Headquartered in India, SBI Mutual Fund continues to uphold its legacy of trust and excellence in financial care and investment management services.

Role Description

This is a full-time, on-site Relationship Manager role located in Kannur. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and offering investment solutions tailored to their needs. Key responsibilities include client acquisition, onboarding investors, providing investment advice, monitoring client accounts, ensuring customer satisfaction, and achieving sales and business development targets. Additionally, the role involves collaborating with internal teams to enhance service delivery and staying updated on market trends and mutual fund products.

Qualifications

• Strong knowledge of financial products, mutual funds, and investment strategies
• Proficiency in sales, client acquisition, and relationship management
• Effective communication and interpersonal skills for client interactions and team collaboration
• Analytical and problem-solving abilities to assess financial goals and recommend suitable solutions
• Self-motivation, result-oriented mindset, and ability to meet sales targets
• Bachelor's degree in Finance, Business Administration, or a related field (MBA preferred)
• Knowledge of local markets and networks in the Kannur area is an advantage
• Prior experience in banking, finance, or mutual fund industry is preferred