| Post |
Total Posts |
Educational Qualifications |
| Zonal Head (Retail) |
01 |
Graduation in any discipline from a recognized University/Institution. Minimum 15 years of experience in managing sales in Wealth Management / Retail Banking / AMCs, with at least 5 years leading a large team of Relationship Managers and Team Leads. |
| Regional Head (RH) |
05 |
Graduation in any discipline. Minimum 12+ years of experience in relationship management preferably in wealth management with Banks/Wealth Firms/AMCs, including 5+ years leading a team of Relationship Managers or as Team Lead. |
| Relationship Manager-Team Lead |
24 |
Graduation in any discipline. Minimum 8 years of post-qualification experience in relationship management preferably in wealth management with Banks / Broking / Security firms / AMCs. Team Lead experience is preferred. |
| Investment Specialist (IS) |
09 |
PG Degree or PG Diploma in Finance / Accountancy / Business Management / Commerce / Economics / Capital Markets / Banking / Insurance / Actuarial Science OR CA / CFA. Minimum 6 years experience as an investment advisor / counsellor / product team member in Wealth Management / AMCs. |
| Investment Officer (IO) |
04 |
PG Degree or PG Diploma in Finance / Accountancy / Business Management / Commerce / Economics / Capital Markets / Banking / Insurance / Actuarial Science OR CA / CFA. Minimum 4 years experience as an investment advisor / counsellor / product team member in Wealth Management / AMCs. |
| VP Wealth (SRM) |
91 |
Graduation in any discipline from a recognized University. Minimum 6 years of post-qualification experience in sales & marketing / relationship management with leading Public / Private / Foreign Banks / Wealth Management Firms / AMCs. |
| AVP Wealth (RM) |
73 |
Graduation in any discipline from a recognized University. Minimum 3 years of experience in sales & marketing / relationship management with leading Banks / Wealth Management Firms / AMCs (or SBI Wealth CREs with 4 years experience). |