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 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, skilled 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 Surendranagar (India)
🏢 SBI Funds Management
📍 India