Relationship Manager Job in Sbi Funds Management Ltd. (sbifml)

Job Title: Relationship Manager PDM (Domestic Business)

Location: Surat

Department: Sales & Distribution

Industry: Asset Management Company (AMC)

Experience Required: 2 to 5 Years

Qualification: Graduate / Master's Degree (NISM Certification Mandatory)

Role Overview:

The Relationship Manager PDM (Domestic Business) will be responsible for driving business growth through the IFA (Independent Financial Advisor) channel. This role involves relationship management, channel development, business planning, and execution of marketing strategies to increase market share and brand presence of the AMC in the assigned territory.

Key Responsibilities:

Business Development & Channel Growth

• Develop and implement marketing and distribution plans to expand business through the IFA channel.
• Strategize and execute initiatives to increase the AMC s market share across assigned geographies.
• Promote and distribute the full suite of investment products to IFAs, ensuring alignment with client needs.

Sales Planning & Execution

• Design and execute short- and long-term sales plans for consistent lead generation and business conversion.
• Maintain a strong sales pipeline by regular follow-ups with potential leads across multiple product categories.
• Drive revenue growth and ensure profitability of the AMC from the IFA segment.

Client Engagement & Servicing

• Build and nurture long-term relationships with IFAs and key partners.
• Oversee client reporting and ensure timely communication of performance metrics, updates, and product enhancements.
• Conduct regular meetings, presentations, and performance reviews with partners.

Training & Awareness Initiatives

• Conduct product trainings and development programs for IFAs.
• Organize and lead Investor Awareness Programs (IAPs) to educate clients and investors on mutual fund investments.
• Promote a strong brand presence through on-ground engagement and education.

Key Skills & Competencies:

Mandatory Skills

• Excellent communication skills verbal and written
• Strong account management and channel relationship skills
• Presentation and negotiation skills
• Goal-oriented with a focus on achieving sales targets
• Analytical and problem-solving abilities

Desirable Skills

• NISM Certification (Mandatory)
• Knowledge of mutual fund industry, IFA networks, and financial products

Qualifications:

• Graduate in any discipline (Master s degree preferred)
• NISM Certified as per regulatory norms

Experience:

• Minimum: 2 Years
• Maximum: 5 Years
• Relevant experience in AMC/Mutual Fund sales or financial services distribution preferred

Job Summary:

The Relationship Manager PDM will play a crucial role in expanding AMC s presence in the IFA channel by building strong advisor networks, delivering tailored investment solutions, and ensuring consistent business conversion. This role is suited for a dynamic, target-driven individual with excellent communication and relationship-building skills in the financial services space.