SBI Mutual Fund - Deputy Manager - Sales - Affluent Client Segments

Deputy Manager - Affluent Client Segments

Job Summary:

We are seeking a highly motivated and enthusiastic Sales Executive to join our corporate office, later to be deputed in different locations. The primary responsibility of this role is to generate new business from HNI clients through the direct channel and through wealth management firms for our mutual fund and alternate business products. The ideal candidate should have a passion for sales and possess excellent communication and interpersonal skills to build long-term relationships with clients.

Mandatory Skills: IIM, Mutual funds

Key Responsibilities:

- Identifying potential HNI clients through market research and networking.

- Building a pipeline of potential clients through various sources, including referrals, networking events, and cold calling.

- Conducting presentations and meetings with clients to showcase our products and services.

- Educating clients on our products and services, including mutual funds and alternate investment options.

- Providing regular updates to clients on market trends and investment opportunities.

- Building and maintaining strong relationships with wealth management firms to expand our client base.

- Achieving sales targets and contributing to the overall growth of the business.

- Maintaining accurate records of client interactions and transactions.

Requirements:

- Bachelor's degree in finance/ Marketing / business, or a related field from a premier institute.

- Excellent communication and interpersonal skills.

- Strong sales and negotiation skills.

- Ability to work independently and as part of a team.

- Good analytical and problem-solving skills.

- Ability to manage multiple tasks and priorities effectively.

- Knowledge of mutual funds and alternate investment options is preferred.

- Freshers from premier institute are welcome to apply.

If you are a dynamic and result-oriented individual who is passionate about sales and has a keen interest in the asset management industry, we encourage you to apply for this exciting opportunity.

Education/Qualifications: MBA

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