Roles & 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 recent 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 strong 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 organization’s Informati

📌 Branch Head (Bhavnagar)
🏢 SBI Funds Management
📍 Bhavnagar