hirly

SBI Funds Management Limited

Branch Head

Wardha, Maharashtra, India

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hirly's read of this role

Seniority
Mid level
Country
IN
Work mode
On-site / unstated
First seen by hirly
26 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

  • 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 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.
  • 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
Original posting on SBI Funds Management Limited's site ↗

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