SCO

Category

Central Government

Description

Qualification: . Educational Qualification (Mandatory): Post-Qualification Experience (Mandatory). Graduate from a Government-recognized University/Institution (MBA in Banking/Finance/Marketing and CFP/CFA/NISM certifications preferred): Minimum 15 years in managing sales in Wealth Management/Retail Banking/AMCs, including at least 5 years leading a large team of Relationship Managers and Team Leads, Graduate (MBA and CFP/CFA/NISM certifications preferred): Minimum 8 years in relationship management, preferably in wealth management; experience as a Team Lead preferred, PG Degree/Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance, or Actuarial Science, or CA/CFA: Minimum 6 years of post-qualification experience as an investment advisor/counsellor/officer/product-team member in Wealth Management Firms/AMCs, PG Degree/Diploma as above, or CA/CFA: Minimum 4 years of post-qualification experience as above, Graduate (MBA and NISM V-A/XXI-A/CFP/CFA preferred): Essential: 6 years in sales & marketing with leading banks/wealth firms/AMCs, Preferred: minimum 6 years as a Relationship Manager or similar role in wealth management, Graduate (PG in finance/marketing/banking preferred; NISM V-A/XXI-A/CFP/CFA preferred): 3 years in sales & marketing with leading banks/wealth firms/AMCs, or 4 years as an SBI Wealth CRE. Preferred: minimum 3 years as a Relationship Manager or similar role in wealth management. Streams: Graduate, Diploma, Commerce, Economics.