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SBI jobs for Specialist Cadre Officers Across India. Last Date to apply: 18 Oct 2021

Specialist Cadre Officers
Anywhere in India
M.Com, CA, MA, BSc, MBA/PGDM, Any Graduate, MSc, B.Com
1 to 3+ Years
700000 - 4500000 Monthly
SBI Recruitment 2021 - Specialist Cadre Officers Government jobs in Across India - 28 September 2021
Last Date 18 Oct 2021
This Job is Expired

SBI - Job Details

Date of posting: 28 Sep 21
ADVERTISEMENT NO: CRPD/SCO-WEALTH/2021-22/17

State Bank of India invites Online application from Indian citizen for appointment to the following Specialist Cadre Officers posts. 

1. Name of Post: Central Research Team (Product Lead)

Total Vacancy: 02

Place of Posting: Wealth Management Business Unit, Corporate Centre, Mumbai

CTC Range: Rs. 25-45 lakhs

Period of contract: 5 years (Including a Probation Period of one year) and Nonrenewable

Educational Qualification: MBA/PGDM from recognised College/University or CA/CFA Preferred: NISM Investment Advisor / Research Analyst Certificate/CFP( As on 01/08/2021)

Post Qualification Experience (As On 01.08.2021): Minimum 5 years post qualification experience in Equity Research/Products experience in Wealth Management / AMC (Mutual Funds) / Banks.  

Preferred Experience:
a) Minimum 8 years’ experience in Equity/Fixed Income Research/MF Research Analytics
b) Excellent Knowledge on local and global economic trends
c) Excellent Knowledge on local Primary/Secondary Equity Markets/Fixed Income and on PMS/AIF/MF/ Structured Products schemes in India.
d) Experience in creating views and research-based publication on capital Market / sector trends.
e) Proficiency in using Excel / Modeling techniques / Bloomberg / Reuters /Morning Star / CRISIL data bases.
f) Flair for equity, understanding of all exchange traded products including bonds, INVIT, MLDs, REITs, Section 54 EC Bonds.

Job Profile :  The Official would work closely with Product, Investment & Research Head and would be responsible for running products program of wealth products and liaison with Market data Aggregators and Research providers. The Official will be responsible to write product notes, market updates, investment outlook and evaluate latest product offering in addition handling all queries related to products.


1. Name of Post: Central research Team (Support)

Total Vacancy: 02

Place of Posting: Wealth Management Business Unit, Corporate Centre, Mumbai

CTC Range: Rs. 7-10 lakhs

Period of contract: 5 years (Including a Probation Period of one year) and Nonrenewable

Educational Qualification: Graduate/Post Graduate in - Commerce/Finance/Economics/Management/Mathematics/ Statistics from Government recognized University or Institution.

Post Qualification Experience (As On 01.08.2021): Candidate should have post qualification experience of minimum 3 years work experience in financial services providing support to Research / Publications departments. 

Preferred Skills:
a) Candidate should be proficient in Microsoft Excel, Power point, Word, Outlook.
b) Candidate should have inclination to undertake research by reading various reports or websites.
c) Candidate should be able to support Research team by aggregating and providing support for analysing data through various research tools / software like BLOOMBERG, REUTERS, CRISIL, ICRA etc

Job Profile : Role will include creating and updating excel worksheets related to Macro Economy, Stock & Sector research, Fixed Income research, creating portfolio review templates etc


1. Name of Post: Investment Officer

Total Vacancy: 12

Place of Posting: Anywhere in India

CTC Range: Rs. 12-18 lakhs

Period of contract: 5 years (Including a Probation Period of one year) and Nonrenewable

Educational Qualification: Graduates / Post Graduates from Government recognised University or Institution. Mandatory: Certification by NISM/CWM Preferred: CA/CFP (As on 01/08/2021)

Post Qualification Experience (As On 01.08.2021):
Minimum 5 years of post-qualification experience as an investment advisor/counsellor/part of product team in Wealth Management organisation. Preferred Experience:
a) Good knowledge of investments and markets across asset classes.
b) Experience in managing and guiding client portfolios.
c) Good knowledge of asset allocation and re-balancing techniques.
d) Superior presentation skills & other core competencies like leadership and team work.
e) Experience in products of fixed income, equity & alternate markets.

Job Profile : Guiding clients on range of financial services products Wide ranging experience across categories such as: MF, FI, Structured Products, Discretionary Portfolios Strong focus on due diligence, quantitative technique and asset allocation.


1. Name of Post: Relationship Manager

Total Vacancy: 314

Place of Posting: Anywhere in India

CTC Range: Rs. 6-15 lakhs

Period of contract: 5 years (Including a Probation Period of one year) and Nonrenewable

Educational Qualification: Graduates from Government recognised University or Institution

Post Qualification Experience (As On 01.08.2021): Post-qualification experience of minimum 3 Years 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 (having a minimum Total Relationship Value (TRV) of Rs 20.00 Lakh).

Job Profile :  Acquiring, nurturing growing and strengthening relationship within the Affluent and HNI segment of Clients in order to meet business objectives Selling a range of Investment and Insurance products to these Clients in order to meet their financial needs objectives and thus attaining the revenue objectives of the Wealth Management business Focusing on increasing the Total Relationship Value (TRV) and Assets Under Management (AUM) of Clients as per the business objectives


1. Name of Post: Relationship Manager (Team Lead)

Total Vacancy: 20

Place of Posting: Anywhere in India

CTC Range: Rs. 10-28 lakhs

Period of contract: 5 years (Including a Probation Period of one year) and Nonrenewable

Educational Qualification: Graduates from Government recognised University or Institution

Post Qualification Experience (As On 01.08.2021): Post qualification experience of minimum 8 years in relationship management in wealth management with leading Public/Private/Foreign banks/Broking/ Security firms. Experience as a Team Lead is preferred.

Job Profile :  Managing a team of Relationship Mangers for the Wealth Management Business Acquiring, nurturing growing and strengthening relationship within the Affluent and HNI segment of Clients in order to meet business objectives Selling a range of Investment and Insurance products to these Clients in order to meet their financial needs objectives and thus attaining the revenue objectives of the Wealth Management business Focusing on increasing the Total Relationship Value (TRV) and Assets Under Management (AUM) of Clients as per the business objectives


1. Name of Post: Customer Relationship Executive

Total Vacancy: 217

Place of Posting: Anywhere in India

CTC Range: Rs. 2-3 lakhs

Period of contract: 5 years (Including a Probation Period of one year) and Nonrenewable

Educational Qualification: Graduates from Government recognised University or Institution

Post Qualification Experience (As On 01.08.2021): Experience in documentation requirements of financial products and good communications skills would be desirable. Specific Skills Required: Should Have A Valid Driving Licence For Two-wheeler (Mandatory)

Job Profile : CREs are responsible for providing on ground support to Relationship Managers in collecting the documents from the Clients and sending it to the relevant department for service requests where documentation or in person meeting with Client is required.


Age Limit: Age as on 01.08.2021: 20 - 45 yrs

Application Fees: Application fees and Intimation Charges (Non-refundable) is 750/- ( Seven Hundred Fifty only) for General/EWS/OBC candidates and no fees/intimation charges for SC/ ST/ PWD candidates.

Job Summary

Job Type : Full Time
Job Role : HR / Admin
Hiring Process : Face to Face Interview
Who can apply : Experienced (1 to 3+ Years)
Country : India

About SBI

State Bank of India (SBI) a Fortune 500 company, is an Indian Multinational, Public Sector Banking and Financial services statutory body headquartered in Mumbai. The rich heritage and legacy of over 200 years, accredits SBI as the most trusted Bank by Indians through generations.
SBI, the largest Indian Bank with 1/4th market share, serves over 44 crore customers through its vast network of over 22,000 branches, 58,500 ATMs, 66,000 BC outlets, with an undeterred focus on innovation, and customer centricity, which stems from the core values of the Bank - Service, Transparency, Ethics, Politeness and Sustainability.
The Bank has successfully diversified businesses through its 11 subsidiaries i.e SBI General Insurance, SBI Life Insurance, SBI Mutual Fund, SBI Card, etc. It has spread its presence globally and operates across time zones through 233 offices in 32 foreign countries.
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