SBI Mutual Fund Careers 2023: SBI Mutual Fund is one of India’s leading mutual fund companies, managing a diverse portfolio of funds for investors across the country. With the mutual fund industry on the rise, SBI Mutual Fund is expanding its team and looking for talented individuals to join their workforce. This position is responsible for managing IFA Channel for the Patna location.
The candidate will be expected to manage IFA Channel and maximize sales by building new relationships and managing existing relationships. In this article, we will explore the qualifications, experience, roles and responsibilities, and steps to apply for SBI Mutual Fund Careers 2023.
Qualification
To apply for SBI Mutual Fund Careers 2023, candidates must have completed their graduation from a recognized university. Candidates with additional qualifications like an MBA or CFA will be preferred.
Experience
Candidates applying for SBI Mutual Fund Careers 2023 should have a minimum of 3 to 6 years of relevant work experience in fields such as investment banking, equity research, portfolio management, or other related fields. Candidates with prior experience in the mutual fund industry will be given preference.
| Organization Name | SBI Mutual Fund |
| Post Title | Relationship Manager – IFA |
| Number of Openings | 1 |
| Location | Patna, Bihar |
| Status | Notification Released |
Mandatory Skills
To be eligible for SBI Mutual Fund Careers 2023 in Patna, Bihar, candidates must possess the following mandatory skills:
NISM Certification: Candidates must have the National Institute of Securities Markets (NISM) certification, which is a mandatory requirement for anyone working in the mutual fund industry.
Mutual Fund Sales: Candidates must have a strong understanding of mutual fund sales and marketing strategies. They should be able to identify potential clients, promote mutual fund schemes, and generate leads.
Location
The job opportunities for SBI Mutual Fund Careers 2023 are available in Patna, Bihar, India. Patna is the capital city of Bihar and is rapidly developing into a major economic hub in the region. With a rich cultural heritage and a thriving business environment, Patna offers a great quality of life for professionals looking to build their careers in the mutual fund industry.
Roles and Responsibilities
- Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on the overall strategy
- Significantly Increase the market share of AMC in the IFA channel.
- Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA Channel
- Developing the entire network for IFAs
- Oversee and contribute to the preparation of regular client reporting
- Contribute to the implementation of the Short/long-term sales plan for the branch
- Regular follow-up with all potential leads across products for effective conversion
- Develop, and implement a strategy to achieve planned growth objectives in the geographies
- Help in communicating a strong and vibrant brand
- Investor Awareness Programs
- Overall contribution/profitability of the AMC
Steps to Apply for SBI Mutual Fund Careers 2023:
To apply for SBI Mutual Fund Careers 2023, interested candidates should follow the below steps:
- Visit the official website of SBI Mutual Fund and search for job openings.
- Select the desired job opening and read the job description carefully.
- Click on the ‘Apply‘ button and fill in the necessary details, such as personal information, educational qualifications, and work experience.
- Upload a copy of your updated resume, along with any other relevant documents.
- Review the information provided and submit the application.
Check SBI Mutual Fund Careers 2023 Notification
Note: SBI Mutual Fund Careers 2023 is a great opportunity for graduates with 3-6 years of experience in relevant fields to join one of India’s leading mutual fund companies. With a competitive compensation package and a challenging work environment, this is an excellent opportunity for individuals passionate about the mutual fund industry and eager to make a difference in the lives of investors. If you meet the qualifications and experience requirements, apply today to take the first step in your career with SBI Mutual Fund.