SBI - Regional Head - Relationship Management

RECRUITMENT OF SPECIALIST CADRE OFFICERS IN SBI ON CONTRACT BASIS FOR WEALTH MANAGEMENT BUSINESS

ADVERTISEMENT NO : CRPD/SCO-WEALTH/2022-23/14

State Bank of India invites Online application from Indian citizen for appointment to the following Specialist Cadre Officers posts. Candidates are requested to apply Online through the link given on Banks website https://bank.sbi/careers or https://www.sbi.co.in/careers

Post - Regional Head

Nature of Engagement - Contractual

Age in years As on 01/04/2022 - 35-50 years

Selection Process - Short listing, one or more rounds of personal/Telephone/Video Interview & CTC negotiation

Place of Posting- (Suggested) - Various Centres Pan India

Educational Qualifications (As on 01.04.2022) :

- Graduates from Government recognized University or Institution

Post-Qualification Experience (As on 01/04/2022) :

- Post Qualification Experience of Minimum 12+ years of experience in relationship management in wealth management with leading Public/Private/Foreign Banks/Broking/Security firms.

- 5+ years of experience in leading a large team of Relationship Managers or a Team Lead in Wealth Management is mandatory

JOB PROFILE :

- Managing a team of Relationship Mangers & RM(Team Lead)s & Investment Officers for the Wealth Management Business of the allotted Circle(s)

- Achieving the target of the team to Acquire, nurturing growing and strengthening relationship within the Affluent and UHNI/HNI segment of Clients in order to meet business objectives

- Cross Selling a range of Investment, Insurance products and other Asset Classes to these clients in order to meet their financial planning objectives and thus attaining the revenue objectives of the Wealth

Management business of the allotted Circle(s)

- Focusing on increasing the Total Relationship Value (TRV), Assets Under Management (AUM), Investment AUM & Increase in Product per Clients as per the business objectives

Key Responsibility Areas :

- Acquire HNI and Affluent Clients

a. Managing the team of Relationship Mangers, Team Leads & Investment Officers and ensuring the team achieves its targets

b. Ensuring compliance of guidelines, systems & procedures by the Relationship Managers/ RM (Team Lead)/Investment Officers

c. Allocation of leads and Clients to appropriate team members

- Deepen Relationships

a. Manage the Clients of the Bank who are defined as Affluent/UHNI/HNI Clients

b. Grow the CASA/Investment AUM of this portfolio & Other Asset Classes

c. Cross-sell mortgages, credit cards and drive channel migration

d. Acquire more Clients from the same household

e. Service these Clients.

f. Monitoring Financial Needs Analysis and Risk Profiling for the Clients in the portfolio.

g. Monitoring Periodic Portfolio reviews for all Clients

h. Monitoring Proper Mapping of Clients to team.

i. Ensuring Certification of Training of Team members.

j. Ensure Leave Discipline among the Team/proper maintenance of visit records

k. Complaint Management: Timely redressal of Client complaints

- Branch Development

a. Conduct Client Meet, seminars and Investment conclave to spread financial awareness.

b. Any other matter, as may be entrusted by the Bank from time to time

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