Roles & Responsibilities

1. Business Development & Revenue Generation:
o Develop and implement sales strategies to achieve targets assigned to the cluster (including base branch).
o Monitor performance metrics for all branches in the cluster (including base branch), ensuring alignment with regional objectives.
o Drive business growth across all branches in the cluster (including base branch) through current customer acquisition and deepening of existing relationships.
2. Branch Operations & Process Management:
o Monitor branch operations (including base branch) to ensure compliance with policies, audit norms, and regulatory guidelines.
o Evaluate and recommend strategic locations for premises, ensuring that the appearance and setup align with brand values and organizational guidelines.
o Drive process improvements and cost-efficiency initiatives.
o Ensure smooth day-to-day operations with minimal disruptions.
3. Team Management:
o Lead, mentor and motivate Branch Managers and their teams to meet performance benchmarks.
o Identify training needs and facilitate skill enhancement programs.
o Ensure adequate staffing and succession planning.
4. Customer & Distributor Engagement:
o Build and maintain strong relationships with key investors, distributors, and other stakeholders.
o Oversee complaint resolution, ensuring swift and effective handling of escalations.
5. Customer Service & Relationship Management
o Maintain a high level of customer satisfaction across branches (including base branch).




o Resolve escalated customer issues and complaints promptly.
o Promote a culture of service excellence and customer-centricity.
6. Compliance, Risk & Audit
o Ensure branches (including base branch) adhere to internal policies, regulatory norms, and KYC/AML guidelines.
o Conduct periodic branch visits and operational audits.
o Address and close audit observations in a time-bound manner.
7. Channel Optimization:
o Oversee the development and performance of distribution networks within the cluster (including base branch).
o Ensure optimal utilization of all sales channels, including retail, institutional, and SBG.
8. Investor Awareness & Branding:
o Conduct and oversee Investor Awareness Programs (IAPs) in the cluster (including base branch).
o Act as a brand ambassador, promoting the organization’s values and offerings within the market.
9. Strategic Implementation:
o Align cluster operations (including base branch) with the strategic direction set by the Regional Head and Corporate Office.
o Collaborate with marketing and product teams to implement campaigns and promotions.
10. Reporting & MIS
o Review and analyse performance reports for all branches (including base branch) in the cluster.
o Submit timely and accurate reports to higher management with key insights and action plans.
o 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

Desirable Skills :

NISM

📌 Cluster Head (Indore)
🏢 SBI Funds Management
📍 Indore