SBIRecruitment notification 2017-18 of Officers in Specialized Positions forWealth Management in State Bank of India. The SBI Bank .invites Onlineapplications fromIndian Nationals for recruitment of Specialist cadre Officers for WealthManagement on Contractual Eng.agement Basis. Eligible Indian Citizens ApplyOnline from24th March 2017 and SBI registration close on 10th April 2017..
Position Name
No of Vacancies
Age Limit (as on 01/03/2017)
Sales Head
40 to 52 Years
Products, Investments & R..esearch Head
40 to 52 Years
Operations Head
35 to 45 Years
Manager (Business Development)
30 to 40 Years
Manager (Business Process)
30 to 40 Years
Central Research Team
30 to 40 Years
Acquisition Relationship Managers
22 to 35 Years
Relationship Managers.
23 to 35 Years
Relationship Manager (Team Lead.)
25 to 40 Years
Investment Counsellors.
23 to 35 Years
Customer Relationship Executives.
20 to 35 Years
Upper Age Relaxation: SC/ST-05 Years; OBC-03Years; PWD(SC/ST)-15 Years; PWD(OBC)-13 Years; PWD(GEN).-10 Years
Minimum Educational Qualifications andExperience (as on 01/03/2017):
OperationsHead -> MBA/ PGDM from reputed College. Minimum 15 Years of relevant workexperience in financial services, Investment advisory and Private banking.Minimum Eight Years of Experience in Wealth Management. Should have managedlarge Management Team. Excellent Knowledge of Equity Products, PMS, MutualFunds and Advisory. Should have to CRM. Proven track. record of HighPerformance and Leadership. Should have relevant work experience at a nationallevel with large Wealth Management organisations. Should have managed a largeteam of relationship. managers & Team Leads at a national level.
Products,Investments & Research Head –> Graduation / Post Graduation from thereputed Colleges. Knowledge and Experience in Market Analytics and Passion forResearch in Economics trend and Products. Minimum 15 Years of relevant workexperience in financial services, Financial Product Development, InvestmentAdvisory and Private Banking. Minimum Eight Years o.f Experience in WealthManagement. Excellent Knowledge of Equity Products, PMS, Mutual Funds andAdvisory.  Experience in Product Development and Structuring for PrivateWealth Clients. Experience in managing investment counsellors/ advisors at anational level with leading banks/ financial institutions.
OperationsHead ->MBA/PGDM from reputed College. Minimum 15 Years of Experience infinancial services, investment advisory and private banking out of whichminimum 8 years of experience in setting up and Managing Mid Office, BackOffice and Branch Operations of Wealth Management set up. Exposure on CRMplatform for Wealth Management is preferred. Experience in handling trade anddata for transactions across asset classes like equity, bonds, mutual funds andalternates. Should have managed a large operations team in Wealth Managementbusiness.
Manager(Business Development) –> MBA/PGDM from reputed College/ University. Minimum5 years of experience in Bank/Wealth Management firms/broking firms. Experiencein business development in wealth management area.
Manager(Business Process) –> MBA/PGDM from reputed College/ University. Minimum 5years of experience in Bank / Wealth Management firms / broking firms / Wealthmanagement solution firms. Experience in business process management in wealthmanagement area.
CentralResearch Team –> MBA/PGDM from reputed College/ University. Minimum 5 Yearsof Experience in Fixed Income Research / MF Research / Equity and DerivativeResearch / Portfolio Analytics In Wealth Management Firm / Bank / AMC.
AcquisitionRelationship Managers –> Graduate from Government recognized University orInstitution. Minimum 2 years of experience  in acquisition of High NetWorth clients (Clients having a minimum Total Relationship Value (TRV) ofINR.20.00 lakh or more) in Wealth Management business with leading Public/Private / Foreign Banks / Broking / Securities firms and other financialinstitutions.
RelationshipManagers –> Graduate from Government recognized University or Institution.Minimum 3 years of experience as a Relationship Manager in Wealth Managementwith leading Public /Private / Foreign Banks/ Broking/ Security firms. Thecandidate should have adequate experience in building and managing relationshipwith High Net Worth Clients (Clients having a minimum Total Relationship Value(TRV) of Rs.20.00 lakh).
RelationshipManager (Team Lead) –> Graduate Degree from Government recognized Universityor Institution. Minimum 4 years of experience as a Relationship Manager inWealth Management Experience as a Team Lead is preferred.
InvestmentCounsellors –> Graduate/ Post Graduate with AMFI/ NISM (Module V) certifiedfrom Government recognized University or Institutions. Candidates with CFP/CFA/SEBI IA Certifications will be preferred. Minimum 3 years of experience asan Investment advisor / counselor / part of Product Team in Wealth Managementorganization.
CustomerRelationship Executives -> Graduate Degree from Government recognizedUniversity or Institution. Experience in documentation requirements offinancial products and good communications skills would be desirable.
Selection Process: Selection will be based onshort listing and one or more rounds of Personal Interview.
Application Fee: A Non-refundable fee of ₹600/- for General and OBC Category Candidates; ₹ 100/- (Intimation charges only)for SC/ ST/ PWD candidates. This fee can be made through Online PaymentGateway.
Important Dates:
Opening date for Online Registration:
Last date for Online Registration of Application:
Last date for Payment of Fees:
Last date for printing your application:
Last date for receipt of Hard copy of Application:
How to Apply: Eligible Candidates willbe required to register themselves online through SBI Bank's Website. The Candidates shouldfirst scan their latest photograph and signature. The Candidates should havevalid email ID which should be kept active till the declaration of results. Itwill help him/her in getting call letter/ interview advices etc. by email. TheLast date for submission of online registration is 10/04/2017.
ThePhoto-copies of the application (registered online) along with photocopies of(i) ID proof (ii) Proof of Date of Birth (iii) Educational Certificates:Mark-Sheets/Degree Certificate (iv) Experience certificates (v) Brief resume(vi) e-Receipt for fee payment (vii) SC/ST certificate, OBC (With Non creamylayer clause) certificate, PWD certificate as applicable should be addressed to"State Bank of India, Central Recruitment & Promotion Department,Corporate Centre, 3rd Floor, Atlanta Building, Nariman Point, Mumbai - 400021" by post. The last date for receipt of applications is 13/04/2017. The envelope should besuperscribed with the name of Post applied for.

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