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 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,



professional 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

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