Role & responsibilities Monitor of banking activities related to all types of payout banks Downloading of reverse feed and Statement and matching the same with payout feed as received from R&T Agent (CAMS). Preparation of Bank reconciliation and closing balance composition Rejection for the day reporting to internal team Payouts as well Collections reconciliation Coordination with the Auditor for Weekly and monthly certificate and resolution of queries as raised by them Ensuring timely reporting of reconciliation statement and other MIS to respective stake holders Essential Skills Required Attentive, alert, proactive Should have experience of reconciling accounting / financial entries Ability to work independently and as part of a team and self motivated Appropriate handling of sensitive information. Ability to interact with senior management on a regular basis Eligibility Criteria Required to hold a professional accounting or finance degree Two to three years of experience in Mutual Fund Back Office Operations Basic understanding of Corporate Debt / Fixed income security markets Proficient in Advance Microsoft Excel & Word Good analytical and communication skills

This position will be responsible for mobilizing Mutual Fund Sales through an Institutional channel.Roles and ResponsibilitiesResponsible for Institutional sales or Key Accounts Management.Drive business growth in Institutional Investor Space for the Company.An Expert in B2B sales, Corporate / Institutional SalesNew Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.Liaising with Corporates / distributors / banks / institutions / SMEsBuilding and maintaining healthy business relations with Institutional InvestorsTo penetrate all targeted key accounts and originate upselling opportunitiesEnsure adherence to sales processes and requirements.Achievement of monthly, quarterly & yearly business plan.Channel Development & networking skills for achieving Channel SalesSkills & CompetenciesWide network of contacts across intermediaries / Institutional Investors / Corporate Investors Self-starters and goal orientedUnderstanding of Treasury and Fixed Income productsAble to work independently and as a team playerExcellent verbal communication skills and active listening skillsAccount Management skills, Excellent Presentation SkillsShould have a thorough understanding of our products and a clear and fair idea about the products of our competition.Thorough understanding of regulatory framework and Taxation LawsPositive and enthusiastic attitudeCustomer focus and result oriented approach Qualification & ExperienceMBA Graduate with 3 - 6 years of Industry ExperienceGood knowledge of Equity, Debt Markets and Financial Market & also Global MarketMFD Certified

Role and Responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA for the RegionTo build, develop & enhance relationships the Retail Channel Setting up and managing the network of Private Banks in the RegionDevelop, implement strategy to achieve planned growth objectives for their channelDevelop, execute and manage retail strategy and tactical business plan, considering the market opportunity / growth potential, competitor activity, existing capabilities and risk appetiteEnsuring that the mobilization achieved for all the schemes of the company is the best in the industryAssume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increase in market share in their respective channel businessLiaising with his distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business HeadPrimary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and relationship building for generating salesProspecting of customers through new client acquisition, network, data base, references and open marketBuilding and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat businessTo penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements Achievement of monthly, quarterly & yearly business planChannel development & networking skills for achieving channel sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account management skills, excellent presentation skills Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience A Masters degree / professional qualification Undergraduate degreeAt least 1 to 6 years of relevant experience MFD Certified

Role and Responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA for the RegionTo build, develop & enhance relationships the Retail Channel Setting up and managing the network of Private Banks in the RegionDevelop, implement strategy to achieve planned growth objectives for their channelDevelop, execute and manage retail strategy and tactical business plan, considering the market opportunity / growth potential, competitor activity, existing capabilities and risk appetiteEnsuring that the mobilization achieved for all the schemes of the company is the best in the industryAssume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increase in market share in their respective channel businessLiaising with his distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business HeadPrimary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and relationship building for generating salesProspecting of customers through new client acquisition, network, data base, references and open marketBuilding and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat businessTo penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements Achievement of monthly, quarterly & yearly business planChannel development & networking skills for achieving channel sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account management skills, excellent presentation skills Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience A Masters degree / professional qualification Undergraduate degreeAt least 1 to 6 years of relevant experience MFD Certified

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales.Roles and ResponsibilitiesCoordination with SBI Branches in the Region / Location.Assume full accountability for all aspects of sales in the BranchCoordination with SBI Branches in the Circle / RBO / Location.Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.Prospecting of customers through New client acquisition, network, data base, References and open market.Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness ProgramsBuilding and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business.To penetrate all targeted key accounts and originate upselling opportunitiesEnsure adherence to sales processes and requirements.Achievement of monthly, quarterly & yearly business plan.Channel Development & networking skills for achieving Channel SalesSkills & CompetenciesQuick thinking and problem-solving skillsAble to work independently and as a team playerExcellent communication skills and active listening skillsAccount Management skills, Excellent Presentation SkillsShould have a thorough understanding of our products and a clear and fair idea about the products of our competition.Thorough understanding of regulatory framework and Taxation LawsPositive and enthusiastic attitudeCustomer focus and result oriented approachQualification & ExperienceMBA & Graduate with 2-5 years of Industry ExperienceGood knowledge of Equity, Debt Markets will be added advantageMFD Certified

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales.Roles and ResponsibilitiesCoordination with SBI Branches in the Region / Location.Assume full accountability for all aspects of sales in the BranchCoordination with SBI Branches in the Circle / RBO / Location.Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.Prospecting of customers through New client acquisition, network, data base, References and open market.Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness ProgramsBuilding and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business.To penetrate all targeted key accounts and originate upselling opportunitiesEnsure adherence to sales processes and requirements.Achievement of monthly, quarterly & yearly business plan.Channel Development & networking skills for achieving Channel SalesSkills & CompetenciesQuick thinking and problem-solving skillsAble to work independently and as a team playerExcellent communication skills and active listening skillsAccount Management skills, Excellent Presentation SkillsShould have a thorough understanding of our products and a clear and fair idea about the products of our competition.Thorough understanding of regulatory framework and Taxation LawsPositive and enthusiastic attitudeCustomer focus and result oriented approachQualification & ExperienceMBA & Graduate with 2-5 years of Industry ExperienceGood knowledge of Equity, Debt Markets will be added advantageMFD Certified

SBI FUNDS MANAGEMENT PRIVATE LIMITED is looking for Branch Head to join our dynamic team and embark on a rewarding career journey. Branch Head is responsible for various tasks including planning, execution, and management of related duties. They should possess relevant skills and experience to excel in this role. Duties include teamwork, problem-solving, and achieving organizational goals. Candidates must have strong communication and technical abilities. Responsibilities include project management, strategy execution, and performance optimization. (More details as per role requirements. )

SBI FUNDS MANAGEMENT PRIVATE LIMITED is looking for Branch Head to join our dynamic team and embark on a rewarding career journey. Branch Head is responsible for various tasks including planning, execution, and management of related duties. They should possess relevant skills and experience to excel in this role. Duties include teamwork, problem-solving, and achieving organizational goals. Candidates must have strong communication and technical abilities. Responsibilities include project management, strategy execution, and performance optimization. (More details as per role requirements. )

SBI FUNDS MANAGEMENT PRIVATE LIMITED is looking for Branch Head to join our dynamic team and embark on a rewarding career journey. Branch Head is responsible for various tasks including planning, execution, and management of related duties. They should possess relevant skills and experience to excel in this role. Duties include teamwork, problem-solving, and achieving organizational goals. Candidates must have strong communication and technical abilities. Responsibilities include project management, strategy execution, and performance optimization. (More details as per role requirements. )

SBI FUNDS MANAGEMENT PRIVATE LIMITED is looking for Branch Head to join our dynamic team and embark on a rewarding career journey. Branch Head is responsible for various tasks including planning, execution, and management of related duties. They should possess relevant skills and experience to excel in this role. Duties include teamwork, problem-solving, and achieving organizational goals. Candidates must have strong communication and technical abilities. Responsibilities include project management, strategy execution, and performance optimization. (More details as per role requirements. )

Role & responsibilities Responsible to monitor transaction processing, SIP registrations, rejections and co-ordination with RTA to ensure completion as per timelines with accuracy.Responsible to follow-up with branches and other stakeholders for required information / documents for processing of transactions.Regular review of RTA activities, analyze reasons for delayed processing, rejections, NIGOs, TAT delays, Data entry errors etc. and submit report to Corporate Office.Responsible to monitor and review daily activities being performed by RTA and submit daily reporting to Corporate OfficeResponsible for Audit co-ordination to obtain data requirements, close supervision of the activities being conducted in Chennai. Responsible to handle escalations and take up with RTA / service providers for timely resolutionEssential Skills Required Ability to communicate effectively with Service providers and internal teams with good verbal and written communication skillsPositive and enthusiastic attitude Microsoft Office proficiency with strong emphasis on ExcelProactive and self-motivatedStrong analytical & automation skills Eligibility Criteria MBA / Graduate with 2-3 years of Mutual Fund R&T Operations experience.

Position: Assistant Manager / Deputy Manager Reporting: Vice President - Risk Management Experience: 1-3 years CTC Range: Negotiable Qualification: Postgraduate (CAs / Progress towards CFA / FRM would be preferred) Job Overview: This role entails being part of the Risk Management Team at SBI Funds Management Ltd. The primary responsibility of this role would be to handle aspects pertaining to Investment Limits Monitoring which entails assimilating Regulatory frameworks, Fund Mandates and any internal Policies and Norms and developing limit monitoring frameworks surrounding the same. In addition to the above, it will also involve drafting policy frameworks as and when needed and periodic reporting and presenting the same at select forums. Another key aspect of this role would be to bolster the Enterprise Risk Management Framework of the AMC by being responsible for select aspects such as, but not limited to, Trades Monitoring, Trades and Trade Communication Surveillance, Key Risk Indicators, Risk Control Self Assessments (RCSA) of key functions and reporting and presenting findings from such exercises. Job Responsibilities: Formulation, Review & timely Reporting of Risk Dashboard highlighting Operational KRIs to Internal Risk Committee (IRC) & Board Timely capturing & reporting of Incidents/losses with RCA to Board Monitoring of Trade Surveillance Records, analysis of exceptions of the alert and conducting further examination of such alerts Conducting the RCSA exercises and control testing Conducting Critical Vendor Risk Reviews SOP reviews and updation Providing support in maintaining and monitoring the ERM framework, identification of new risks and working with functional teams on process controls Required Skills: Great communication & presentation skills Accountability for tasks assigned Analytical Abilities Multitasking Capabilities Proficient in Microsoft Excel

This position will be responsible for mobilizing Mutual Fund Sales through an Institutional channel. Roles and ResponsibilitiesRole and ResponsibilitiesResponsible for Institutional sales or Key Accounts Management.Drive business growth in Institutional Investor Space for the Company.An Expert in B2B sales, Corporate / Institutional SalesNew Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.Liaising with Corporates / distributors / banks / institutions / SMEsBuilding and maintaining healthy business relations with Institutional InvestorsTo penetrate all targeted key accounts and originate upselling opportunitiesEnsure adherence to sales processes and requirements.Achievement of monthly, quarterly & yearly business plan.Channel Development & networking skills for achieving Channel SalesSkills & CompetenciesWide network of contacts across intermediaries / Institutional Investors / Corporate Investors Self-starters and goal orientedUnderstanding of Treasury and Fixed Income productsAble to work independently and as a team playerExcellent verbal communication skills and active listening skillsAccount Management skills, Excellent Presentation SkillsShould have a thorough understanding of our products and a clear and fair idea about the products of our competition.Thorough understanding of regulatory framework and Taxation LawsPositive and enthusiastic attitudeCustomer focus and result oriented approach Qualification & ExperienceMBA/GraduateGood knowledge of Equity, Debt Markets and Financial Market & also Global MarketMFD Certified

Responsible to drive the entire BD for Multi Channel for the Region.To build, develop & enhance relationships across Private Banks Setting up the entire network of Private Banks in the Region,Responsible to drive the entire Business Development for National Distribution Channel for the Region.Ensure effective and smooth relationship in the region for growth in business. Developing the entire network for National Distributors Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.Assume full accountability for all aspects of sales in their respective channelHelp in communicating a strong and vibrant brandEnsuring increase in Market share in the IFA channel business.Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis, Generating & increasing sales. Prospecting of customers through New client acquisition, network, data base, References and open market.To penetrate all targeted key accounts and originate upselling opportunitiesEnsure adherence to sales processes and requirements.Achievement of monthly, quarterly & yearly business planSkills & CompetenciesQuick thinking and problem-solving skillsAble to work independently and as a team playerExcellent verbal communication skills and active listening skillsAccount Management skills, Excellent Presentation SkillsShould have a thorough understanding of our products and a clear and fair idea about the products of our competition.Thorough understanding of regulatory framework and Taxation LawsPositive and enthusiastic attitudeCustomer focus and result oriented approach Qualification & ExperienceMBA & Graduate with 1-5 years of Industry ExperienceGood knowledge of Equity, Debt Markets will be added advantageNISM VA MandatoryMFD Certified

Role and Responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA for the RegionTo build, develop & enhance relationships the Retail Channel Setting up and managing the network of Private Banks in the RegionDevelop, implement strategy to achieve planned growth objectives for their channelDevelop, execute and manage retail strategy and tactical business plan, considering the market opportunity / growth potential, competitor activity, existing capabilities and risk appetiteEnsuring that the mobilization achieved for all the schemes of the company is the best in the industryAssume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increase in market share in their respective channel businessLiaising with his distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business HeadPrimary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and relationship building for generating salesProspecting of customers through new client acquisition, network, data base, references and open marketBuilding and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat businessTo penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements Achievement of monthly, quarterly & yearly business planChannel development & networking skills for achieving channel sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account management skills, excellent presentation skills Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience A Masters degree / professional qualification Undergraduate degreeAt least 1 to 6 years of relevant experience MFD Certified