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 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 robust 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 Information Security Policy and related procedures, ensuring all activities align with regulatory requirement

Mandatory Skills :

NISM

Desirable Skills :

NISM

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