SBI Mutual Fund - Relationship Manager - ETF Sales

We are looking to hire a Relationship Manager to build and preserve trusting relationship with investors promoting our ETF offerings. Generate new business and service the existing clients. The selected candidate will be based in Mumbai. Candidate needs to be an excellent communicator, a team player and able to build relationship with investors.

Roles and Responsibilities :

- Develop and execute strategies to engage with clients, financial advisors, and mutual fund distributors, promoting our ETF offerings as valuable additions to their investment portfolios.

- Demonstrate a deep understanding of both mutual funds and ETFs, effectively communicating the unique benefits of our ETF products to clients. Stay current on industry trends, regulatory changes, market dynamics.

- Create and implement effective sales strategies to achieve sales and revenue targets, collaborating with internal teams to tailor solutions to client needs.

- Actively seek opportunities to expand the client base on retail as well as institutional fronts. Provide ongoing support and education to clients on our range of investment products.

- Work closely with internal teams to ensure alignment of sales efforts with overall business objectives.

- Provide feedback on market trends and client needs.

- Ensure adherence to regulatory requirements and company policies in all sales activities, maintaining the highest standards of ethical conduct.

Skills & Competencies :

- Sales and relationship-building skills

- Analytical and strategic thinking

- Comprehensive knowledge of capital markets, mutual funds and ETFs

- Excellent communication and presentation skills

- Familiarity with regulatory requirements

Qualification & Experience :

- MBA & Graduate with 6 - 10 years of Industry Experience

- In -depth knowledge of mutual funds, ETFs, capital markets and the broader asset management industry

- NISM VA Certified

Educational Qualification : Post Graduate