Wealth Relationship Manager - Retail Channel - Fund Management Firm

Our Client has an of rich experience in fund management expertise by consistently delivering value to its investors. They have a strong and proud lineage that traces back to a large Indian Bank along with a Joint Venture with one of the world's leading fund management companies.

Location - Mumbai

Job Role - Relationship Manager Retail Channel

Job Description

Role and Responsibilities

- Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel for the Region.

- To build, develop & enhance relationships across Private Banks

- Setting up the entire network of Private Banks in the Region,

- Develop, implement strategy to achieve planned growth objectives for their channel.

- Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite;

- Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.

- Assume full accountability for all aspects of sales in their respective channel

- Help in communicating a strong and vibrant brand

- Ensuring increase in Market share in their respective channel business.

- Liaising with his distributors /banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.

- Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.

- Prospecting of customers through New client acquisition, network, data base, References and open market.

- Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business.

- To penetrate all targeted key accounts and originate upselling opportunities

- Ensure adherence to sales processes and requirements.

- Achievement of monthly, quarterly & yearly business plan.

- Channel Development & networking skills for achieving Channel Sales.

Skills & Competencies

- Quick thinking and problem-solving skills

- Able to work independently and as a team player

- Excellent verbal communication skills and active listening skills

- Account Management skills, Excellent Presentation Skills

- Positive and enthusiastic attitude

- Customer focus and result oriented approach