RECRUITMENT OF SPECIALIST CADRE OFFICERS IN SBI ON CONTRACT BASIS FOR WEALTH MANAGEMENT BUSINESS UNIT ADVERTISEMENT NO: CRPD/ SCO-WEALTH / 2019-20 / 06 Online Registration of Application &amp; Payment of Fees: From 23.05.2019 to 12.06.2019 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 Bank's website <a href="https://bank.sbi/careers" target="_blank" rel="noopener noreferrer">https://bank.sbi/careers</a> or <a href="https://www.sbi.co.in/careers" target="_blank" rel="noopener noreferrer">https://www.sbi.co.in/careers</a> Candidates are advised to check Bank's website https://bank.sbi/careers or https://www.sbi.co.in/careers regularly for details and updates (including the list of shortlisted/ selected candidates) Age as on (01/04/2019: Min : 28 Max : 40 Selection Process : Shortlisting, One or more rounds of Personal/Telephone/ Video Interview &amp; CTC Negotiation Place of Posting : PAN India Post : Relationship Manager (Team Lead) Educational Qualification (As on 01/04/2019): - Graduate from Government recognized University or Institution Post qualification work experience (As on 01/04/2019) : - Minimum 8 years of experience in relationship management in wealth management. Experience as a Team Lead is preferred. Job Profile &amp; Key Responsibilities Areas: Job Profile: - Managing a team of Relationship Managers 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 objectives. KRAs: - Acquire HNI and Affluent Customers - Managing the team of Relationship Mangers and ensuring the team achieves its targets - Ensuring compliance of guidelines, systems &amp; procedures by the Relationship Manager team - Allocation of leads and customers to appropriate team members - Deepen Relationships - Manage the customers of the Bank who are defined as Affluent/HNI customers - Grow the CASA of this portfolio - Selling Mortgages, credit cards and drive channel migration - Acquire more customers from the same household - Service these customers. - Wealth Management - Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio. - Periodic Portfolio reviews for all customers - Selling investments, life insurance, general insurance and SIP. - Ensure all customers have a CASA for routing their investments. - Compliance - Ensure all customer instructions are executed the same day - Ensure 100% documentation of all transactions. - Branch Development - Conduct branch Insurance &amp; Investment seminars to spread financial awareness. - Any other matter, as may be entrusted by the Bank from time to time

Anywhere in India/Multiple Locations

SBI - Relationship Manager/Team Lead - Wealth Management - Contractual Role 

SBI - Relationship Manager/Team Lead - Wealth Management - Contractual Role  ,Job Description for SBI - Relationship Manager/Team Lead - Wealth Management - Contractual Role  in SBI in  Anywhere in India/Multiple Locations for (8-13) years of experience. Apply Now!

Job Description for SBI - Relationship Manager/Team Lead - Wealth Management - Contractual Role  in SBI in  Anywhere in India/Multiple Locations for (8-13) years of experience. Apply Now!