SBI SO Recruitment 2018 - Apply Online for 407 Specialist Officer Posts

Graduates from Government recognised University or Institution.
Experience : 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 Networth Clients (having a minimum Total Relationship Value (TRV) of ₹20.00 Lakh).

Graduates from Government recognised University or Institution.
Experience : 1. 3+ years of experience as a Relationship Manager in Wealth Management with leading Public/Private/Foreign Banks/ Broking/ Security firms, of which at least one year experience in managing relationship with HNI clients over telephone/video / digital channels. OR,
2. 3 years experience in sales/service of High Value financial products through digital medium (telephone/video or web).

Graduates from Government recognised University or Institution.
Experience : 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 Networth NRI Clients.

Graduates from Government recognised University or Institution.
Experience : 3+ years of experience in acquiring and managing high value relationship with Corporates/ Institutions/SMEs, TACS etc.

Graduates from Government recognised University or Institution.
Experience : 2+ years of experience in acquisition of High Networth Clients (having a minimum Total Relationship Value (TRV) of Rs.20.00 Lakh) in Wealth Management business with leading Public/ Private/Foreign Banks/Broking/Security firms and other Financial Institutions.

1. Graduates/ Post Graduates from Government recognized University or Institution.
2. Certified advisors NISM/CWM mandatory.
3. CFP preferred.

Experience : Minimum 5 Years of experience as an investment advisor/ counsellor/part of product team in Wealth Management organisation.
2. Good knowledge of investments and markets across asset classes.
3. Experience in managing and advising client portfolios.
4. Good knowledge of asset allocation and re-balancing techniques.
5. Superior presentation skills & other core competencies like leadership and team work.
6. Experience in products of fixed income, equity & alternate markets.

Graduates from Government recognized University or Institution.
Experience : 1. 8+ years of experience in relationship management in wealth management.
2. Experience as a Team Lead is preferred.

Graduates from Government recognized University or Institution.
Experience : 1. Experience in documentation requirements of financial products and good communications skills would be desirable.
2. Should have a valid driving licence for two wheeler (mandatory)

MBA/PGDM or Post Graduation in Statistics/ Data Analytics from Government recognized University or Institution.
Experience : Minimum 5 years of experience in Fixed Income Research/ MF Research/ Equity and Derivative Research/Portfolio Analytics in Wealth Management Firm/Bank/Equity Broking Firm/AMC.

Graduates from Government recognized University or Institution.
Experience : 1. Minimum 15 years experience in managing sales in Wealth Management/ Retail Banking / Investments in the financial services industry.
2. Out of which minimum 5 years experience in leading a large team of Relationship Managers and Team Lead in Wealth Management business.

MBA/PGDM from Government recognized University or Institution.
Experience : 1. Minimum 15 years 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.
2. Experience in handling trade and data for transactions across asset classes like equity, bonds, mutual funds and alternates.
3. Should have managed a large operations team in Wealth Management business.

Graduates from Government recognized University or Institution.  Professional Qualification in Compliance preferred  NISM Certification : 3(A) Mandatory
Experience : Minimum 5 years of experience in Wealth Management business, out of which minimum 3 years experience in Compliance in Wealth Management.

MBA/MMS/PGDM from Government recognized University or Institution.
Experience : Minimum 4 years’ experience in banking preferably in a supervisory function.

MBA/MMS/PGDM/ME/M.Tech / BE/B.Tech from Government recognized University or Institution.
Experience : Minimum 4 years’ experience in banking Technology preferably in a business function.

MBA/PGDM from Government recognized University or Institution.
Experience : Minimum 5 years experience in Bank/Wealth Management firms/broking firms. Experience in business development in wealth management area.

1 Graduates from Government recognized University or Institution.
2 Certified advisors NISM/CWM mandatory
3 CFP preferred.
Experience :
1. 5+ years of experience in product expert inputs role in Wealth Management. Out of which 3+ years of experience in investment counselling role in Wealth Management is preferred. Preferred Skills :
2. Good knowledge of investments and markets across asset classes.
3. Experience in managing and advising client portfolios.
4. Good knowledge of asset allocation and re-balancing techniques.
5. Superior presentation skills & other core competencies like leadership and team work.
6. Experience in products of fixed income, equity & alternate markets.

Graduates from Government recognized University or Institution.
Experience : Minimum experience of 3 years in financial services, investment advisory, private banking or Wealth Management Solution Providers, out of which minimum two years experience in Central Operations in Wealth Management business. Preferred Skills :
2. Excellent knowledge of Equity Products, Structured Products, PMS, Mutual funds and Advisory.

Graduate/Post Graduate in Commerce/Finance/Economics/ Management/Mathematics/ Statistics from Government recognized University or Institution.
Experience : 1. Minimum experience of 3 years in financial services providing support to Research / Publications departments. Preferred Skills :
2. Candidate should be proficient in Microsoft Excel, Power point, Word, Outlook.
3. Candidate should have inclination to undertake research by reading various reports or websites.
4. 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.

Graduates from Government recognized University or Institution.
Experience : 1. Minimum 15 years experience in managing sales in Wealth Management/ Retail Banking / Investments in the financial services industry. Out of which minimum 5 years experience in leading large team of Relationship Managers.
2. Experience in managing sales and service of financial products through digital channels preferred.

Graduates from Government recognized University or Institution.
Experience : Minimum 15 years experience in managing sales in Wealth Management/ Retail Banking / Investments in the financial services industry. Out of which minimum 5 years experience in NRI Wealth Management.