SBI Mutual Fund - Module Head/Senior Relationship Manager

This role of Module Head SBG for will focused on increasing SBG Channel business at a module level through better coverage and stakeholder management.

Roles and Responsibilities :

Job Title : Module Head SBG

Job Category : Sales & Marketing

Report To : Regional Head /State Head/Channel Head

Position Type : Full Time

Job Summary :
Module Head SBG will liaise with SBI stakeholders, SBIMF Branch Heads and Relationship Managers in the module to excel the SBG performance in the module. He/She will be responsible for overall as well as scheme wise performance of SBG channel in the module. Additionally, he/she must accomplish individual targets and maintain effective communication channels between the Senior Bank functionaries in the module.

Role and Responsibilities :

- Overseeing day-to-day performance of SBG channel in the module and ensure the achievement of RBO wise targets as well as campaigns for the module

- Visit all RBOs and Scale IV &V branches in the module fortnightly as well as visit all SBI branches in the module at least quarterly to forge strong relationships

- Increase the penetration of EUIN registration in the module as well as upskill the existing base

- Co-ordinating & organizing Investor Awareness Programs in the SBI Branches in the module

- Building and maintaining healthy business relations with key customers, enhancing customer satisfaction & securing repeat business in the module

Skills and Competencies :

- Ability to collaborate with various stakeholders

- Should be confident and possess excellent negotiations skills

- Agile thinking and problem-solving skills

- Excellent communication skills and active listening skills

- Account management skills and excellent presentation skills

- Should have a thorough understanding of our products and a clear and fair idea about the products of our competitors

- Thorough understanding of regulatory framework and taxation laws

- Positive and enthusiastic attitude

- Customer focus and result oriented approach

Key KPIs :

- Net sales for the module

- Net sales credit of the module

- No. of SIPs in the module

- Net increment SIP book

- Scheme wise achievement in the module

Qualification & Experience :

- MBA & graduate with min 5 years of industry experience

- Good knowledge of equity and debt markets

- NISM VA certified

Educational Qualification : Post Graduate

Educational Qualification - Post Graduate