Head (Product, Investment & Research)

ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACTUAL BASIS
(ADVERTISEMENT NO: CRPD/SCO/2024 25/20)
ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.11.2024 TO 17.12.2024

Age as on 01/08/2024 (Years) # : - 35-50 yrs.

Suggested place of posting : - Mumbai

CTC Upper Range (Rs In Lakhs) : - 135

Bifurcation of Annual CTC (Maximum Limit) : -
Fixed Pay INR 99.62 Lakhs
Conveyance, Mobile, Medical Allowances INR 0.38 Lakhs
Performance Linked Pay 35% of Fixed Pay
Annual Increment Band 0% to 25%

Educational Qualification (As on 01.08.2024) : -
Mandatory: Graduation/Post-Graduation from Government recognized University/Institution or Reputed College
Preferred Qualification: Knowledge & Experience in Market Analytics and Passion for Research in Economics trend and
Products.

Post-Qualification Experience (As on 01.08.2024) : -
Mandatory:
i. Minimum 12 years of relevant work experience in financial services, financial product development, investment
advisory & Private Banking.
ii. Minimum 8 years of experience in Wealth Management. (Total 12 years experience is inclusive of 8 years)
iii. Excellent knowledge in equity products, PMS, Alternate Investment, Mutual funds.
iv. Experience in Product Development and structuring for Private Wealth clients.
v. Experience in managing Investment Counsellors/ Advisors at a National level with Leading Banks/ Financial
Institutions.

Job profile : -
Designing the value proposition for Wealth Management business.
Responsible for management of Research Team and Investment Team.
Ensure high quality of research reports for Clients with proper coverage.
Ensure product benchmarking is conducted at Quarterly intervals.
Launch of innovative & superior wealth Management products after competitive scanning and benchmarking.
Liaison with other departments and outside agencies to have best in class technology driven solutions.

Key Responsibility Areas : -
Investment & Research:
i. Introduce the current broader wealth products trends and high-quality research reports.
ii. Create forward looking view on equity market and specific sectors.
iii. Create regular updates on happening of equity markets.
iv. Analise various PMS/AIF/MF/Structured Products scheme offerings and conduct due diligence for approval
v. Liaison with other departments and outside agencies for equity markets.
vi. Analytics of Equity PMS/AIF/Other wealth product and client portfolios.
vii. Liaison with market data aggregators and research report providers.
viii. Regular interaction with investment and RM Team.
Compliance:
i. Ensuring compliance of guidelines, system & procedures are followed while approving products.
ii. Ensure the teams have necessary certification to comply with SEBI/IRDA instruction.
Knowledge Sharing: Arranging investment conclaves.
Any other matter, as may be entrusted by the Bank from time to time.

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
1. The process of Registration is complete only when fee is deposited with the Bank through Online mode on or before the last date for payment of fee.
2. Before applying, candidates are requested to ensure that they fulfil the eligibility criteria for the post as on the date of eligibility.
3. Candidate can apply for more than one post.
4. Candidates are required to upload all required documents (brief resume, ID proof, age proof, caste certificate, PwBD Certificate (if applicable), educational qualification,
experience etc.) failing which their application/candidature will not be considered for shortlisting/ interview.
5. Short listing will be provisional without verification of documents. Candidature will be subject to verification of all detai ls/ documents with the original when a candidate
reports for interview (if called).
6. In case a candidate is called for interview and is found not satisfying the eligibility criteria (Age, Educational Qualification and Experience etc.) he/ she will neither be allowed
to appear for the interview nor be entitled for reimbursement of any travelling expenses.
7. Candidates are advised to check Banks website https://bank.sbi/careers regularly for details and updates (including the list of shortlisted/ selected candidates). The Call
(letter/ advice), where required, will be sent by e-mail only (no hard copy will be sent).
8. ALL REVISIONS/ CORRIGENDUM (IF ANY) WILL BE HOSTED ON THE BANKS WEBSITE ONLY.
9. In case more than one candidate scores same marks as cut-off marks in the final merit list (common marks at cut-off point), such candidates will be ranked in the merit
according to their age in descending order.
10. Hard copy of application & other documents not to be sent to this office.

IMPORTANT POINTS : -
i. The number of vacancies including reserved vacancies mentioned above are provisional and may vary according to the actual
requirement of the Bank.
ii. The educational qualification prescribed for various posts are the minimum. Candidate must possess the qualification and relevant
full-time experience as on specified dates.
iii. Candidate belonging to reserved category including Person with Benchmark Disabilities (PwBD) for whom no reservation has been
mentioned are free to apply for vacancies announced for General category provided they fulfil all the eligibility criteria applicable to General
category.
iv. The reservation under various categories will be as per prevailing Government of India guidelines.
v. PwBD candidate should produce a certificate issued by a competent authority as per the Government of India Guidelines. (Format
available in page no. 15)
vi. Reservation for PwBD candidates is horizontal and is included in the vacancy of the respective parent category.
vii. Vacancies reserved for OBC Category are available to OBC candidates belonging to Non-creamy Layer. Candidates belonging to OBC
category but coming in creamy layer are not entitled to any relaxation/reservation available to OBC category. They should indicate their
category as General or General (VI), as the case may be.
viii. OBC category candidate should submit the OBC certificate on format prescribed by Govt. of India, having Non-Creamy Layer clause
issued during the period 01.04.2024 to the date of interview. Non-production of OBC (Non-creamy layer) certificate in format
prescribed by Govt. of India may lead to cancellation of candidature at any point of time. (Format available in page no. 14)
ix. Caste certificate issued by Competent Authority on format prescribed by the Government of India will have to be submitted by the SC/ST/
OBC (Non-creamy layer) candidates. Non-production of caste certificate in format prescribed by Govt. of India may lead to
cancellation of candidature at any point of time.
x. Reservation for Economically Weaker section (EWS) in recruitment is governed by Office Memorandum No. 36039/1/2019-Estt (Res) dtd.
31.01.2019 of Department of Personnel & Training, Ministry of Personnel (DoPT), Public grievances & Pensions, Government Of India.
Disclaimer: EWS vacancies are tentative and subject to further directives of Government of India and outcome of any litigation. The
appointment is provisional and is subject to the Income & Asset certificate being through the proper channel.
xi. Benefit of Reservation under EWS category can be availed of only upon production of Income and Asset Certificate issued by the
competent authority on the format prescribed by Govt. of India for the relevant financial year as per the extant DoPT guidelines on
or before the closure of online application date. (Format available in page no. 16)
xii. The EWS candidates should note that in case, they are not in possession of Income & Asset Certificate for the FY2023-24 as per the
extant DoPT guidelines on or before the closure of online application date, such candidates should apply under General Category only.
xiii. The relevant experience certificate from the employer must contain specifically that the candidate has experience in that related field as
required. Without the production of proper experience certificate, Bank has right to cancel the candidature at any point of time.
xiv. Bank reserves the right to cancel the recruitment process entirely or for any particular post at any stage.
xv. Only those persons with benchmark disabilities would be eligible for reservation under PwBD category. Benchmark disability means
a person with not less than 40% of a specified disability where specified disability has not been defined in measurable terms and includes
the persons with disability, where disability has been defined in a measurable term, as certified by the certifying authority. Backlog
vacancies reserved for PwBD would be filled by a person with benchmark disability in the respective category. If no suitable person from
that category is available, such backlog would be filled up by interchange among other eligible PwBD candidates subject to the posts
having been identified suitable for such disabilities.
xvi. TRANSFER POLICY: The bank reserves the right to transfer the services of such officers engaged on contract (OECs) to any of the
offices of State Bank of India in India or to depute to any of its associates/subsidiaries or any other organization depending upon the
exigencies of service. Any request for posting/transfer to a specific place/office may not be entertained.
xvii. MERIT LIST: Merit list for selection will be prepared in descending order on the basis of scores obtained in interview only. In case more
than one candidate score the cut-off marks (common marks at cut-off point), such candidates will be ranked according to their age in
descending order, in the merit.
xviii. Mere fulfilling minimum qualification and experience will not vest any right in candidate for being called for interview. the shortlisting
committee constituted by the bank will decide the shortlisting parameters and thereafter, adequate number of candidates, as decided by
the bank will be shortlisted and called for interview. the decision of the bank to call the candidates for the interview shall be final.
no correspondence will be entertained in this regard.

HOW TO APPLY: Candidates should have valid email ID which should be kept active till the declaration of result. It will help him/her in
getting call letter/Interview advice etc. by email.
GUIDELINES FOR FILLING ONLINE APPLICATION : -
i. Candidates will be required to register themselves online through the link available on SBI website https://bank.sbi/careers/currentopenings and pay the application fee using Internet Banking/ Debit Card/ Credit Card etc.
ii. 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 on the online registration page (under How to Upload Document).
iii. Candidates should fill the application carefully. Once application is filled-in completely, candidate should submit the same. In the event of candidate not being able to fill the application in one go, he can save the information already entered. When the information/ application is saved, a provisional registration number and password is generated by the system and displayed on the screen. Candidate should note down the registration number and password. They can re-open the saved application using registration number and password and edit the particulars, if needed. This facility of editing the saved information will be available for three times only. Once the application is filled completely, candidate should submit the same and proceed for online payment of fee.
iv. After registering online, the candidates are advised to take a printout of the system generated online application forms.

GUIDELINES FOR PAYMENT OF FEES : -
i. Application fees and Intimation Charges (Non-refundable) is Rs. 750/- ( Seven Hundred Fifty only) for General/EWS/OBC candidates and no fees/intimation charges for SC/ ST/ PwBD candidates.
ii. After ensuring correctness of the particulars in the application form, candidates are required to pay the fees through payment gateway integrated with the application. No change/ edit in the application will be allowed thereafter.
iii. Fee payment will have to be made online through payment gateway available thereat. 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.
iv. On successful completion of the transaction, e-receipt and application form, bearing the date of submission by the candidate, will be generated which should be printed and retained by the candidate.
v. If the online payment of fee is not successfully completed in first instance, please make fresh attempts to make online payment.
vi. A provision is there to reprint the e-Receipt and Application form containing fee details, at later stage.
vii. Application Fee once paid will NOT be refunded on any account NOR can it be adjusted for any other examination or selection in future.

HOW TO UPLOAD DOCUMENTS : -

a. Details of Document to be uploaded:
i. Recent Photograph & Signature
ii. Brief Resume (PDF)
iii. ID Proof (PDF)
iv. Proof of Date of Birth (PDF)
v. SC/ST/EWS/OBC-NCL certificate, PwBD certificates (if applicable)
(PDF) (formats available in page no 13 to 16 of this advertisement)
vi. Educational Certificates: Relevant Mark-Sheets/ Degree Certificate
(PDF)
vii. Experience certificates (PDF)
viii. Form-16/Offer Letter/Latest Salary slip from current employer (PDF)
ix. Salary account statement for last 3 months (PDF)
x. No Objection Certificate (If applicable) (PDF)
xi. Bio-data & CTC Negotiation Form (In PDF)
b. Photograph file type/ size:
i. Photograph must be a recent passport style colour picture.
ii. Size of file should be between 20 kb - 50 kb and Dimensions 200 x
230 pixels (preferred)
iii. Make sure that the picture is in colour, taken against a light-coloured,
preferably white, background.
iv. Look straight at the camera with a relaxed face
v. If the picture is taken on a sunny day, have the sun behind you, or
place yourself in the shade, so that you are not squinting and there
are no harsh shadows
vi. If you have to use flash, ensure there's no "red-eye"
vii. If you wear glasses make sure that there are no reflections and your
eyes can be clearly seen.
viii. Caps, hats and dark glasses are not acceptable. Religious headwear
is allowed but it must not cover your face.
ix. Ensure that the size of the scanned image is not more than 50kb. If
the size of the file is more than 50 kb, then adjust the settings of the
scanner such as the DPI resolution, no. of colour etc., during the
process of scanning.
c. Signature file type/ size:
i. The applicant has to sign on white paper with Black Ink pen.
ii. The signature must be signed only by the applicant and not by any
other person.
iii. The signature will be used to put on the Call Letter and wherever
necessary.
iv. Size of file should be between 10 kb - 20 kb and Dimensions 140 x 60
pixels (preferred).
v. Ensure that the size of the scanned image is not more than 20 kb.
vi. Signature in CAPITAL LETTERS shall NOT be accepted.
d. Document file type/ size:
i. All Documents must be in PDF (except Photograph & Signature)
ii. Page size of the document to be A4
iii. Size of the file should not be exceeding 500 kb.
iv. In case of Document being scanned, please ensure it is saved as PDF
and size not more than 500 kb as PDF. If the size of the file is more
than 500 kb, then adjust the setting of the scanner such as the DPI
resolution, no. of colors etc., during the process of scanning. Please
ensure that Documents uploaded are clear and readable.
e. Guidelines for scanning of photograph/ signature/ documents:
i. Set the scanner resolution to a minimum of 200 dpi (dots per inch)
ii. Set Color to True Color
iii. Crop the image in the scanner to the edge of the photograph/
signature, then use the upload editor to crop the image to the final size
(as specified above).
iv. The photo/ signature file should be JPG or JPEG format (i.e. file name
should appear as: image01.jpg or image01.jpeg).
v. Image dimensions can be checked by listing the folder/ files or moving
the mouse over the file image icon.
vi. Candidates using MS Windows/ MSOffice can easily obtain photo and
signature in .jpeg format not exceeding 50 kb & 20 kb respectively by
using MS Paint or MSOffice Picture Manager. Scanned photograph
and signature in any format can be saved in .jpg format by using Save
As option in the File menu. The file size can be reduced below 50 kb
(photograph) & 20 kb (signature) by using crop and then resize option
(Please see point (i) & (ii) above for the pixel size) in the Image menu.
Similar options are available in another photo editor also.
vii. While filling in the Online Application Form the candidate will be
provided with a link to upload his/her photograph and signature.
f. Procedure for Uploading Document:
i. There will be separate links for uploading each document.
ii. Click on the respective link "Upload"
iii. Browse & select the location where the JPG or JEPG, PDF, DOC or
DOCX file has been saved.
iv. Select the file by clicking on it and click the 'Upload' button.
v. Click Preview to confirm the document is uploaded and accessible
properly before submitting the application. If the file size and format
are not as prescribed, an error message will be displayed
vi. Once uploaded/ submitted, the Documents uploaded cannot be
edited/ changed.
vii. After uploading the photograph/ signature in the online
application form candidates should check that the images are
clear and have been uploaded correctly. In case the photograph or
signature is not prominently visible, the candidate may edit his/ her
application and re-upload his/ her photograph or signature, prior to
submitting the form. If the face in the photograph or signature is
unclear the candidates application may be rejected.

GENERAL INFORMATION:
I. Before applying for the post, the applicant should ensure that he/
she fulfils the eligibility and other norms mentioned above for that
post as on the specified date and that the particulars furnished by
him/ her are correct in all respects.
II. Candidates belonging to reserved category including, for whom no
reservation has been mentioned, are free to apply for vacancies
announced for General category provided they must fulfil all the
eligibility conditions applicable to General category.
III. IN CASE IT IS DETECTED AT ANY STAGE OF RECRUITMENT
THAT AN APPLICANT DOES NOT FULFIL THE ELIGIBILITY
NORMS AND/ OR THAT HE/ SHE HAS FURNISHED ANY
INCORRECT/ FALSE INFORMATION OR HAS SUPPRESSED
ANY MATERIAL FACT(S), HIS/ HER CANDIDATURE WILL
STAND CANCELLED. IF ANY OF THESE SHORTCOMINGS IS/
ARE DETECTED EVEN AFTER ENGAGEMENT, HIS/ HER
CONTRACTS ARE LIABLE TO BE TERMINATED.
IV. The applicant should ensure that the application is strictly in
accordance with the prescribed format and is properly filled.
V. Engagement of selected candidate is subject to his/ her being
declared medically fit as per the requirement of the Bank. Such
engagement will also be subject to the service and conduct rules of
the Bank for such post in the Bank, in force at the time of joining the
Bank.
VI. Candidates are advised to keep their e-mail ID active for receiving
communication viz. call letters/ Interview date advices etc.
VII. The Bank takes no responsibility for any delay in receipt or loss of
any communication.
VIII. Candidates serving in Govt./ Quasi Govt. offices, Public Sector
undertakings including Nationalized Banks and Financial
Institutions and SBI Group companies are advised to submit
No Objection Certificate from their employer at the time of
interview, failing which their candidature may not be
considered and travelling expenses, if any, otherwise
admissible, will not be paid.
IX. In case of selection, candidates will be required to produce proper
discharge certificate from the employer at the time of taking up the
engagement.
X. Candidates are advised in their own interest to apply online well before
the closing date and not to wait till the last date to avoid the possibility
of disconnection / inability/ failure to log on to the website on account
of heavy load on internet or website jam. SBI does not assume any
responsibility for the candidates not being able to submit their
applications within the last date on account of aforesaid reasons or for
any other reason beyond the control of SBI.
XI. DECISION OF BANK IN ALL MATTERS REGARDING ELIGIBILITY,
CONDUCT OF INTERVIEW, OTHER TESTS AND SELECTION
WOULD BE FINAL AND BINDING ON ALL CANDIDATES. NO
REPRESENTATION OR CORRESPONDENCE WILL BE
ENTERTAINED BY THE BANK IN THIS REGARD.
XII. The applicant shall be liable for civil/ criminal consequences in case
the information submitted in his/ her application are found to be false
at a later stage.
XIII. Merely satisfying the eligibility norms does not entitle a candidate to be
called for interview. Bank reserves the right to call only the requisite
number of candidates for the interview after preliminary screening/
short-listing with reference to candidates qualification, suitability,
experience etc.
XIV. In case of multiple application, only the last valid (completed)
application will be retained, the application fee/ intimation charge paid
for other registration will stand forfeited.
XV. Any legal proceedings in respect of any matter of claim or dispute
arising out of this advertisement and/ or an application in response
thereto can be instituted only in Mumbai and Courts/ Tribunals/ Forums
at Mumbai only shall have sole and exclusive jurisdiction to try any
cause/ dispute.
XVI. Outstation candidates, who may be called for interview after shortlisting
will be reimbursed the cost of travelling by Air (Economy Class)
fare for the shortest route in India OR the actual travel cost in India
(whichever is lower) on the basis of actual journey. Local conveyance
like taxi/cab/personal vehicle expenses/fares will not be payable. A
candidate, if found ineligible for the post will not be permitted to appear
for the interview and will not be reimbursed any fare.
XVII. Bank reserves the Right to cancel the recruitment process
entirely or for any particular post at any stage.
XVIII. At the time of interview, the candidate will be required to provide
details regarding criminal cases pending against him/her, if any.
The Bank may also conduct independent verification, inter alia,
including verification of Police Records, etc. The Bank reserves
the right to deny the engagement depending upon such
disclosure and/or independent verification.

For any query, please write to us through link CONTACT US/ Post Your Query which is available on Banks website
(https://bank.sbi/web/careers)