Head/Relationship Manager jobs in KochiMumbaiKolkata at SBI

ADVERTISEMENT NO: CRPD/ SCO-WEALTH / 2019-20 / 06

Head/Relationship Manager job recruitment in State Bank of India (SBI) on contract basis

1. Head (Product, Investment & Research) /1 Post

Qualification: Graduation/Post Graduation from Government recognized University/ Institution or Reputed Colleges.

Other preferred qualification: Knowledge and Experience in Market Analytics and Passion for Research in Economics trend and Products.

Essential Experience: Minimum 12 years of relevant work experience in financial services, financial product development, investment advisory and private banking. Minimum 8 years of experience in Wealth Management. (Total 12 years’ experience is inclusive of 8 years) Excellent knowledge of Equity Products, PMS, Alternate Investments, Mutual Funds.

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.

2. Central Research Team (Fixed Income Research Analyst) /1 Post

Qualification: MBA/PGDM from recognized college/University.

Other Preferred qualification: CFA/CFP/CWM/Graduate or Post Graduate degree in Economics.

Minimum 5 years’ experience in Fixed Income Research in Wealth Management/AMC (Mutual Funds)/Banks.

Preferred Experience: a) Minimum 10 years’ experience in Fixed income research/ research analytics.

b) Excellent knowledge on local and global economic trends. c) Knowledge on Primary/ Secondary market, Fixed Income Markets.

d) Experience in creating views about debt markets. e) Proficiency in using Excel/Modelling Techniques/ Bloomberg/ Reuters/ Morning Star/ CRISIL data bases

Place of Posting : Mumbai

3. Relationship Manager (RM)

Minimum 3 years’ 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 (having a minimum Total Relationship Value (TRV) of Rs.20.00 lakh.

4. Relationship Manager (e-Wealth)/20 Posts

Minimum 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 3 years’ experience in sales/service of High Value financial products through digital medium (telephone/video or web).

Place of Posting : Pan India*

5. Relationship Manager (NRI)

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 NRI Clients.

No.of Posts: 486 Posts

Place of Posting : Kochi

6. Relationship Manager – Team Lead/ 20 Posts

Minimum 8 years of experience in relationship management in wealth management. Experience as a Team Lead is preferred.

7. Customer Relationship Executive (CRE)/66 Posts

Experience in documentation requirements of financial products and good communications skills would be desirable. Specific Skill required: Should have a valid driving licence for two-wheeler.

Place of Posting : Pan India*

8. Zonal Head Sales (Retail) (Eastern Zone) /1 Post

Minimum 15 years of experience in managing sales in Wealth Management/Retail Banking/Investments in the financial services industry.

Out of which minimum 5 years of experience in leading a large team of Relationship Managers and Team Lead in Wealth Management business.

Place of Posting : Kolkata

9. Central Operations Team (COT) Support/3 Posts

Minimum 3 years of experience in Financial services, investment advisory, private banking or Wealth Management Solution Providers out of which minimum 2 years’ experience in Central Operations in Wealth Management Business

Specific Skills required: Excellent knowledge of Equity Products, Structured Products, PMS and Mutual Funds.

Qualification: Graduate from Government recognized University or Institution.

10. Risk & Compliance Officer /1 Post

Qualification: Graduate from Government recognized University or Institution.

Professional Qualification in Risk/Compliance preferred.

Minimum 5 years of experience in Wealth Management business, out of which minimum 3 years’ experience in Risk & Compliance in Wealth Management.

Place of Posting : Mumbai

Application fees and Intimation Charges (Non-refundable) is 750/- ( Seven Hundred Fifty only) for General/EWS/OBC candidates and 125/- ( One hundred Twenty-Five only) for SC/ ST/ PWD candidates.

Selection Process: Shortlisting, One or more rounds of Personal/Tele phone/ Video Interview & CTC Negotiation

The origin of the State Bank of India goes back to the first decade of the nineteenth century with the establishment of the Bank of Calcutta in Calcutta on 2 June 1806. Three years later the bank received its charter and was re-designed as the Bank of Bengal (2 January 1809). A unique institution, it was the first joint-stock bank of British India sponsored by the Government of Bengal. The Bank of Bombay (15 April 1840) and the Bank of Madras (1 July 1843) followed the Bank of Bengal. These three banks remained at the apex of modern banking in India till their amalgamation as the Imperial Bank of India on 27 January 1921.