Exam Detail

SBI Specialist Officer ExamState Bank of India Specialist Officer Exam

  • Test Level-: National Level
  •     Eligibility-: Graduation
  • Duration-:
  • Stream-: Civil Services
  • Medium-: Multiple
  • Examination Mode-: Online
  • Total Questions-: 170

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.

Eligibility Critiria

Sr. No.

Position (Contractual Engagement)

AGE (Years) as on 1.03.2017

Minimum Educational Qualifications as on 01.03.2017

Experience as on 01.03.2017

   

Min

Max

   
1. Sales Head 40 52 MBA/PGDM from reputed Colleges.
  • 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 40 52 Graduation / Post Graduation from the reputed Colleges. Knowledge and Experience in Market Analytics and Passion for Research in Economics trend and Products.
  • 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 35 45 MBA/PGDM from reputed College
  • 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) 30 40 MBA/PGDM from reputed College/ University
  • Minimum 5 years of experience in Bank/Wealth Management firms/broking firms. Experience in business development in wealth management area.
5. Manager (Business Process) 30 40 MBA/PGDM from reputed College/ University.
  • 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 30 40 MBA/PGDM from reputed College/ University.
  • 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 22 35 Graduate from Government recognized University or Institution.
  • 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 23 35 Graduate from Government recognized University or Institution
  • 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) 25 40 Graduate from Government recognized University or Institution.
  • Minimum 4 years of experience as a Relationship Manager in Wealth Management Experience as a Team Lead is preferred.
10. Investment Counsellors 23 35 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. 

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 20 35 Graduate from Government recognized University or Institution
  • Experience in documentation requirements of financial products and good communications skills would be desirable

For more Detail : Click Here

GUIDELINES FOR FILLING ONLINE APPLICATION

  • Candidates will be required to register themselves online through Bank’s website www.sbi.co.in and pay the application fee using debit card/ credit card/ Internet Banking etc.
  • Candidates should first scan their latest photograph and signature. Online application will not be registered unless candidate uploads his/her photo and signature as specified.
  • Candidates should visit Bank’s http://www.sbi.co.in website  and open the appropriate Online Application Format, available in the ‘Recruitment link’.
  • Candidates should fill the application carefully. Once the application is filled in completely, the candidate should submit the data. In the event of the candidate not able to fill the data in one go, he can save the data already entered. When the data is saved, a provisional registration number and password will be generated by the system and displayed on the screen. Candidate should note down the registration number and password. They can re-open the saved data using registration number and password and edit the particulars if needed. This facility will be available for three times only. Once the application is filled in completely, the candidate should submit the data and proceed for online fee payment. 

PAYMENT OF FEES:

  • Application fees and Intimation Charges (Non-refundable) Rs.600/-for General and OBC candidates; Rs.100/- (Intimation charges only) for SC/ST/PWD candidates.
  • Fee payment will have to be made online through payment gateway available thereat.
  • After ensuring the correctness of the particulars of the application form candidates is required to pay fees through the payment gateway integrated with the application. No change/edit will be allowed thereafter.
  • The payment can be made by using debit card / credit card / Internet Banking etc. by providing information as asked on the screen. Transaction charges for online payment, if any, will be borne by the candidates.
  • On successful completion of the transaction, e-receipt and application form with the date entered by the candidate will be generated, which should be printed and retained by the candidate. 
  • If the online transaction is not successfully completed, please register again and make payment online.
  • There is also a provision to reprint the e-Receipt and Application form containing fee details, at a later stage.

For More Detail: Click Here

IBPS Specialist Officer Syllabus Books

  • Numerical Ability for IBPS & All Other Examinations (English) (Paperback) by UPSC Portal
  • English Language for IBPS & All Other Examinations (English) (Paperback) by UPSC
  • Reasoning for IBPS & All Other Examinations (English) (Paperback) by UPSC
  • State Bank of India & Associates Specialist Officer Recruitment Exam 2016: Success Master (English) 1st Edition (Paperback) by Arihant Experts
  • IBPS (CWE) Requirement of Specialist Officers 23 Practice Test Papers 1500+ Question in Professional Knowledge (English) 1st Edition (Paperback) by Unique Research Academy
  • Banking Awareness (Objective with Subjective) (The Complete book for IBPS, SBI and RBI Examinations Paperback – 2016 by Sangram Keshari Rout and Soumya Ranjan Behera

Sr. No.

Position (Contractual Engagement)

Category-wise vacancies

Minimum Educational Qualifications as on 01.03.2017

    Gen OBC SC ST Total OH VI HI  
1. Sales Head 1       1       MBA/PGDM from reputed Colleges.
2. Products, Investments & Research Head 1       1       Graduation / Post Graduation from the reputed Colleges. Knowledge and Experience in Market Analytics and Passion for Research in Economics trend and Products.
3. Operations Head 1       1       MBA/PGDM from reputed College.
4. Manager (Business Development) 1       1       MBA/PGDM from reputed College/ University.
5. Manager (Business Process) 1       1       MBA/PGDM from reputed College/ University.
6. Central Research Team 3 1     4       MBA/PGDM from reputed College/ University.
7. Acquisition Relationship Managers 12 5 3 1 21       Graduate from Government recognized University or Institution.
8. Relationship Managers 61 32 18 9 120 2 1 1 Graduate from Government recognized University or Institution
9. Relationship Manager (Team Lead) 8 4 2 1 15       Graduate from Government recognized University or Institution.
10. Investment Counsellors 15 6 3 1 25 1     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.
11. Customer Relationship Executives 35 17 9 4 65 1   1 Graduate from Government recognized University or Institution


 

STAY TUNED

Get our updates educational materials, new courses and more!