Rajiv S

Branch Head at SBI Mutual funds

Role
Branch Manager at Sbi Mutual Fund
Location
Coimbatore, TN, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Branch Manager

    Sbi Mutual Fund

    Nov 2023 — Present

    Leading a Diverse Team: Managing a team of professionals, each specializing in distinct verticals: Independent Financial Advisors (IFA), National Distributors (ND), Banking Channels, and our proprietary State Bank channel.* Achieved Significant Growth: Surpassed mutual fund sales targets over the past year through strategic business development and client engagement.* Conducted Investor Awareness Programs: Organized and led seminars, addressing large audiences to educate potential investors about mutual fund benefits, resulting in heightened awareness and client acquisition.* Ensured Compliance: Maintained the highest standards of operational integrity by adhering to financial regulations and internal policies.* Monitored Market Trends: Provided insightful guidance to clients and team members, facilitating informed investment decisions.* Delivered Exceptional Service: Committed to client satisfaction and the financial well-being of our clients.

Education

  • Kumaraguru College of Technology

    MBA, Operations

    2017 — 2019

  • Kumaraguru College of Technology

    Bachelor of Engineering - BE, Civil Engineering

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Rajiv S — Branch Manager at Sbi Mutual Fund in Coimbatore, TN, IN | Unifers