The State Bank of India (SBI) invites online applications for Specialist Cadre Officers (SCOs) posts. Eligible candidates can apply through the official SBI careers website. Applicants must ensure they meet the required criteria, upload necessary documents, and pay the application fee online. Shortlisting will be provisional, with final selection subject to document verification. Candidates can apply for multiple posts, and any updates or revisions will be posted on the official website. No hard copies of applications or documents are required.
Posted
28 Nov 2024, 10:36 pm
Total Posts
Organization
State Bank of India (SBI)
Dates
28 Nov 2024 - 17 Dec 2024
Head (Product, Investment & Research):
Zonal Head:
Regional Head:
Relationship Manager - Team Lead:
Central Research Team (Product Lead):
These age limits are set as of 01/08/2024.
| Post | Educational Qualification | Post-Qualification Experience | Job Profile | Key Responsibilities |
|---|---|---|---|---|
| Head (Product, Investment & Research) | - Graduation/Post-Graduation from recognized institution/college - Preferred: Knowledge in market analytics and economics research | - Minimum 12 years in financial services, product development, investment advisory, private banking - Minimum 8 years in wealth management - Knowledge in equity, PMS, AIF, mutual funds | - Design value proposition for Wealth Management - Oversee research and investment teams - Product benchmarking, innovation, and launch | - Develop forward-looking views on equity markets and specific sectors - Analyze PMS/AIF/MF/structured products - Liaise with investment teams and research providers - Ensure compliance and certifications |
| Zonal Head | - Graduation from recognized institution | - Minimum 15 years in wealth management, retail banking, or asset management - 5+ years leading a large team in wealth management | - Manage wealth management sales in the zone - Increase TRV and AUM - Lead RM teams and ensure business targets | - Manage zonal sales for wealth management - Lead RM teams to meet targets - Acquire HNI clients - Ensure compliance and documentation - Conduct investment seminars and customer meets |
| Regional Head | - Graduation from recognized institution | - Minimum 12 years in relationship management, preferably in wealth management - 5+ years leading a large team | - Manage team of RMs & Investment Officers - Build and nurture relationships with HNI/UHNI clients - Cross-sell investment products | - Acquire and manage HNI clients - Grow AUM, CASA, and cross-sell products - Monitor financial needs and portfolio reviews - Ensure compliance and complaint management |
| Relationship Manager - Team Lead | - Graduation from recognized institution | - Minimum 8 years in relationship management, preferably in wealth management - Experience as a Team Lead preferred | - Lead RM team in wealth management - Strengthen relationships with affluent and HNI clients - Sell investment and insurance products | - Manage RM team to achieve targets - Deepen client relationships - Cross-sell financial products - Conduct financial needs analysis and portfolio reviews - Ensure compliance |
| Central Research Team (Product Lead) | - Post-graduation in economics/finance/business management or CA/CFA - Preferred: NISM certifications, CFP | - Minimum 5 years in equity research or wealth management - 8+ years preferred in equity/fixed income research and product analytics | - Work closely with Head of Product, Investment & Research - Prepare product notes, market updates, and investment outlooks | - Analyze market trends, sectors, and equity - Conduct due diligence on products - Liaise with investment teams and research providers - Provide regular updates and insights |
| Sl. No. | Name of Post | Vacancies | Age (as on 01/08/2024) | Suggested Place of Posting |
|---|---|---|---|---|
| 1 | Head (Product, Investment & Research) | SC: 0, OBC: 0, EWS: 0, UR: 1, Total: 1 | Min: 35, Max: 50 | Mumbai |
| 2 | Zonal Head | SC: 0, OBC: 1, EWS: 0, UR: 3, Total: 4 | Min: 35, Max: 50 | Mumbai/Chennai/Kolkata/New Delhi |
| 3 | Regional Head | SC: 1, OBC: 2, EWS: 1, UR: 6, Total: 10 | Min: 35, Max: 50 | Pan India |
| 4 | Relationship Manager - Team Lead | SC: 1, OBC: 2, EWS: 0, UR: 6, Total: 9 | Min: 28, Max: 42 | Pan India |
| 5 | Central Research Team (Product Lead) | SC: 0, OBC: 0, EWS: 0, UR: 1, Total: 1 | Min: 30, Max: 45 | Mumbai |
How to Apply & Instructions:
Kindly read the complete official notification carefully before applying!
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