Home / Bank Jobs / SBI Recruitment 2017 | Officers Jobs (Wealth Management) | 253 Posts | Last Date: 10 April 2017

SBI Recruitment 2017 | Officers Jobs (Wealth Management) | 253 Posts | Last Date: 10 April 2017

SBI Recruitment 2017 | Officers Jobs (Wealth Management) | 253 Posts | Last Date: 10 April 2017 | State Bank of India recruitment of officers in specialized positions for wealth management in State Bank of India

State Bank of India invites Online applications from Indian citizens for appointment in following Positions in Specialist Cadre for wealth management in State Bank of India on contract basis.

 

Job Vacancies:

S.No Position No of Posts
1 Sales Head 01 Nos
2 Products, Investments & Research Head 01 Nos
3 Operations Head 01 Nos
4 Manager (Business Development) 01 Nos
5 Manager (Business Process) 01 Nos
6 Central Research Team 04 Nos
7 Acquisition Relationship Managers 21 Nos
8 Relationship Managers 120 Nos
9 Relationship Manager (Team Lead) 15 Nos
10 Investment Counsellors 25 Nos
11 Customer Relationship Executives 65 Nos

 

 

1.Sales Head

Minimum Educational Qualifications : MBA/PGDM from reputed College.

Experience :   Minimum 15 Years of relevant work experience in financial services, Investment advisory and Private banking
 Minimum Eight Years of Experience in Wealth Management
 Should have managed large Management Team.
 Excellent Knowledge of Equity Products, PMS, Mutual Funds and Advisory
 Should have Exposure to CRM
 Proven track record of High Performance and Leadership
 Should have relevant work experience at a national level with large Wealth Management organisations
 Should have managed a large team of relationship managers & Team Leads at a national level

 

2. Products, Investments & Research Head

Minimum Educational Qualifications :  Graduation / Post  Graduation from the reputed Colleges.
Knowledge and Experience in Market Analytics and Passion for Research in Economics trend and
Products.

Experience :  Minimum 15 Years of relevant work experience in financial services, Financial Product Development, Investment Advisory and Private Banking
 Minimum Eight Years of Experience in Wealth Management
 Excellent Knowledge of Equity Products, PMS, Mutual Funds and Advisory
 Experience in Product Development and Structuring for Private Wealth Clients
 Experience in managing investment counsellors/advisors at a national level with leading banks/
financial institutions

 

3. Operations Head

Minimum Educational Qualifications :  MBA/PGDM from reputed College.

Experience : Minimum 15 Years of Experience in financial services, investment advisory and private banking out of which minimum 8 years of experience in setting up and Managing Mid Office, Back Office and Branch Operations of Wealth Management set up.
Exposure on CRM platform for Wealth Management is preferred.
Experience in handling trade and data for transactions across asset classes like equity, bonds, mutual funds and alternates.
Should have managed a large operations team in Wealth Management business.

 

4.Manager (Business Development)

Minimum Educational Qualifications :  MBA/PGDM from reputed College/University

Experience: Minimum 5 years of experience in Bank/Wealth Management firms/broking firms. Experience in business development in wealth management area.

 

5.Manager (Business Process)

Minimum Educational Qualifications :  MBA/PGDM from reputed College/ University.

Experience: Minimum 5 years of experience in Bank / Wealth Management firms / broking firms / Wealth management solution firms. Experience in business process management in wealth management area.

 

6. Central Research Team

Minimum Educational Qualifications : MBA/PGDM from reputed College/ University.

Experience : Minimum 5 Years of Experience in Fixed Income Research / MF Research / Equity and Derivative Research / Portfolio Analytics In Wealth Management Firm / Bank / AMC

 

 

7. Acquisition Relationship Managers

Minimum Educational Qualifications :  Graduate from Government recognized University or Institution.

Experience: Minimum 2 years of experience in acquisition of High Net Worth clients (Clients having a minimum Total Relationship Value (TRV) of INR.20.00 lakh or more) in Wealth Management business with leading Public /Private / Foreign Banks / Broking / Securities firms and other financial institutions.

 

 

8.Relationship Managers

Minimum Educational Qualifications : Graduate from Government recognized University or Institution.

Experience: Minimum 3 years of experience as a Relationship Manager in Wealth Management with leading Public /Private / Foreign Banks/Broking/Security firms.
The candidate should have adequate experience in building and managing relationship with High Net Worth Clients (Clients having a minimum Total Relationship Value (TRV) of Rs.20.00 lakh).

 

9.Relationship Manager (Team Lead)

Minimum Educational Qualifications :  Graduate from Government recognized University or Institution.

Experience: Minimum 4 years of experience as a Relationship Manager in Wealth Management Experience as a Team Lead is preferred.

 

10.Investment Counsellors

Minimum Educational Qualifications :  Graduate/Post Graduate with AMFI/NISM (Module V) certified from Government recognized University or Institutions.
Candidates with CFP/ CFA/SEBI IA Certifications will be preferred.

Experience: Minimum 3 years of experience as an Investment advisor / counselor / part of Product Team in Wealth Management organization.
Following skills are preferred:
 Good knowledge on investments and markets across asset classes
 Experience in managing and advising client portfolios
 Good knowledge on asset allocation and re-balancing techniques
 Superior presentation skills & other core competencies like leadership and team work Experience in products of fixed income, equity & alternate markets.

 

11.Customer Relationship Executives

Minimum Educational Qualifications : Graduate from Government recognized University or Institution

Experience : Experience in documentation requirements of financial products and good communications skills would be desirable

 

Selection Procedure:

Selection will be based on short listing and one or more rounds of Personal Interview.
Interview: Adequate number of candidates as decided by the Bank will be shortlisted based on their qualification, experience and overall suitability for Interview. The qualifying marks in Interviews will be as decided by the Bank.
Merit List: Merit list for selection will be prepared in descending order on the basis of scores obtained in interview only. In case more than one candidate score the cut off marks [common mark at cut off point], such candidates will be ranked according to their age in descending order, both in the select list as well
as in the wait list.

 

How to Apply :

Candidates will be required to register themselves online through Bank’s website www.statebankofindia.com or www.sbi.co.in and pay the application fee using debit card / credit card / Internet Banking etc.

 

Important Dates:

1. Online Registration of Application starts from: 24.03.2017
2. Last date for Online Registration of Application & Payment of Fees: 10.04.2017
3. Last date for receipt of the print out of Online application along with enclosures at SBI, CRPD, Corporate Centre, Mumbai: 13.04.2017

 

Download Notification

 

Apply Online

 

Visit SBI Careers Website

 

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