SBI - Relationship Manager/Team Lead

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 - Relationship Manager/Team Lead

Nature of Engagement - Contractual

Age in years As on 01/04/2022 - 28-40 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 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 customers in order to meet business objectives

- Selling a range of Investment and Insurance products to these customers in order to meet their financial planning 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 customers as per the business objective

Key Responsibility Areas :

- Acquire HNI and Affluent Customers

a. Managing the team of Relationship Mangers and ensuring the team achieves its targets

b. Ensuring compliance of guidelines, systems & procedures by the Relationship Manager team

c. Allocation of leads and customers to appropriate team members

- Deepen Relationships

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

b. Grow the CASA of this portfolio

c. Selling mortgages, credit cards and drive channel migration

d. Acquire more customers from the same household

e. Service these customers.

- Wealth Management

a. Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio.

b. Periodic Portfolio reviews for all customers

c. Selling investments, life insurance, general insurance and SIP.

d. Ensure all customers have a CASA for routing their investments.

- Compliance

a. Ensure all customer instructions are executed the same day

b. Ensure 100% documentation of all transactions.

- Branch Development

a. Conduct branch Insurance & Investment seminars to spread financial awareness.

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

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