Role & responsibilities :-

- Responsible for the Branch Sales (all channels)

- Assume full accountability in the Branch, smooth operational flow, client services and all audit compliance at the branch.

- Build strong relationship with investors & key distributors (IFAs, National Distributors, State Bank Channel and Other Banks

- Drive Sales of new product launches and monitor team performances.

- Encourage investors to invest through online portal

- Create visibility and reputation of the Branch and the Company by showcasing our products and performances to walk in customers and distributors

- Conduct regular Investor Awareness Programs and Investor meets

- Ensure solid ground / branch level connectivity of the team by way of regular interaction and meets with employees of the branch

- Manage and motivate team and guide them suitably on products, markets and Sales tools.

- Access local market conditions and identify current and prospective sales opportunities through business development activities

- Ensure 100% quality control

- Establishes productive, professional relationships with key personnel in assigned partner accounts.

- Discuss existing schemes / New schemes of debt and equity and daily market update with the Team

- Develop, execute, implement and manage 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.

- Help in communicating a strong and vibrant brand

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

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

- To manage the P&L; of the branch
- To manage the overall operational activities of the branch & Human Resources Management

Comply with and promote adherence to the organizations Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.

Preferred candidate profile

- Quick thinking and problem-solving skills

- Excellent verbal communication skills & listening skills

- Account Management skills, Excellent Presentation Skills

- Should have a thorough understanding of our products and a explicit and fair idea about the products of our competition.

- The Candidates should have the ability to lead a team to implement plans and execute at the ground level.

- Thorough understanding of regulatory framework and Taxation Laws

- Customer focus and result oriented approach

📌 Branch Head (Gaya)
🏢 SBI MUTUAL FUND (SBIMF)
📍 Gaya