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 performance
- Encourage investors to invest through the online portal
- Create visibility and reputation of the Branch and the Company by showcasing our products and performance 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
- Assess local market conditions and identify current and prospective sales opportunities through business development activities
- Ensure 100% quality control
- Establishes productive, qualified relationships with key personnel in assigned partner accounts
- To carry out the morning huddle with the team and groom the team with all the market cum product changes and targets
- Discuss existing schemes / new schemes of debt and equity and daily market updates with the team
- To manage the entire process of BTL activities for lead generation




- 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 requirements

Mandatory Skills :

NISM 5A

Desirable Skills :

• 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 clear 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
- Thoro

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