SBI SO

The SBI SO exam is conducted by the State Bank of India (SBI) every year for recruiting candidates for the post of Specialist Officer(SO) in various specialized categories. The SBI SO exam is likely to be conducted in February 2022.

The SBI SO exam generally consists of two phases- Online Test and Personal Interview, however, in many cases recruitment is done by shortlisting of candidates followed by personal interview.

ELIGIBILITY CRITERIA

Both freshers and veterans are encouraged to apply for these positions. As a result, the age restriction isn’t significant. However, in most specialist officer openings, the age limit is usually between 21 and 50. The minimum age limit for a position varies by job and grade scale. Another requirement to fulfil to apply for the role is your academic level. The candidate must have received a degree from a university recognized by the education establishment. Because the specialist officer’s job is classified as a specific kind of work, their degree must be in a similar field.

According to the most recent SBI SO Notification for the SBI recruitment of various SO posts on a contract basis, the following are the required qualifications:

Posts

SBI SO Age Limit

Educational Qualifications

Work Experience

Head (Product, Investment & Research)

35-50 years

Graduation/Post Graduation from Government recognized University/Institution or Reputed Colleges.

Other preferred qualifications: Knowledge and Experience in Market Analytics and Passion for Research in Economics trend and Products

Minimum 12 years of relevant work experience in financial services, financial product development, investment advisory and private banking. Minimum 8 years of experience in Wealth Management. (Total 12 years’ experience is inclusive of 8 years) Excellent knowledge of Equity Products, PMS, Alternate Investments, Mutual Funds. Experience in Product Development and Structuring for Private Wealth Clients. Experience in managing Investment Counsellors/Advisors at a National Level with Leading Banks/ Financial Institutions

Central Research Team (Fixed Income Research Analyst)

30-45 years

MBA/PGDM from recognized college/University

Other Preferred qualification: CFA/CFP/CWM/Graduate or Post Graduate degree in Economics

Minimum 5 years experience in Fixed Income Research in Wealth Management/AMC (Mutual Funds)/Banks. Preferred experience: a) Minimum 10 years experience in Fixed income research/ research analytics. b) Excellent knowledge of local and global economic trends. c) Knowledge of Primary/ Secondary market, Fixed Income Markets. d) Experience in creating views about debt markets. e) Proficiency in using Excel/Modelling Techniques/ Bloomberg/ Reuters/ Morning Star/ CRISIL databases

Relationship Manager (RM)

23-35 years

Graduate from Government recognized University or Institution.

Minimum 3 years experience as a Relationship Manager in Wealth Management with leading Public/Private/Foreign Banks/Broking/Security Firms. The candidate should have adequate experience building and managing relationships with High Net Worth Clients (having a minimum Total Relationship Value (TRV) of Rs.20.00 lakh.

Relationship Manager (e-Wealth)

23-35 years

Minimum 3 years of experience as a Relationship Manager in Wealth Management with leading Public/Private/Foreign Banks/Broking/Security Firms, of which at least one year experience in managing the relationship with HNI clients over telephone/video/digital channels. OR 3 years experience in sales/service of High-Value financial products through a digital medium (telephone/video or web)

Relationship Manager (NRI)

23-35 years

Minimum 3 years of experience as a Relationship Manager in Wealth Management with leading Public/Private/Foreign Banks/Broking/Security Firms. The candidate should have adequate experience building and managing relationships with High Net Worth NRI Clients.

Relationship Manager (Team Lead)

28-40 years

Minimum 8 years of experience in relationship management in wealth management & Experience as a Team Lead is preferred

Customer Relationship Executive (CRE)

20-35 years

Experience in documentation requirements of financial products and good communications skills would be desirable

Specific Skill required: Should have a valid driving license for two-wheeler

Zonal Head Sales (Retail) (Eastern Zone)

35-50 years

Minimum 15 years of experience in managing sales in Wealth Management/Retail Banking/Investments in the financial services industry. Out of which minimum 5 years of experience in leading a large team of Relationship Managers and Team Lead in Wealth Management business

Central Operation Team (COT) Support

30-40 years

Minimum 3 years of experience in financial services, investment advisory, private banking or Wealth Management Solution Providers, out of which minimum of 2 years experience in Central Operations in Wealth Management Business

Specific Skills required: Excellent knowledge of Equity Products, Structured Products, PMS and Mutual Funds

Risk & Compliance Officer

25-40 years

Graduate from Government recognized University or Institution.

Professional Qualification in Risk/Compliance preferred

Minimum 5 years of experience in Wealth Management business, out of which minimum of 3 years experience in Risk & Compliance in Wealth Management

SBI SO 2022: FAQs

Ques. Is there any probation period in SBI SO?

Ans. Yes there is a probation period in SBI SO but only for permanent posts of SBI, there will be a probation period of two years, while for contractual posts, there will be no probation period.

Ques. What is the education qualification required for SBI SO?

Ans. The minimum graduation is required for applying for SBI SO respective field, but for most of the posts, candidates are required to hold additional degrees and more work experience as per the requirements of the job role.

Ques. How many attempts are there to apply for the SBI SO exam?

Ans. There is no limit to the number of times, one can appear for the exam as many times they want.

Ques. Are Graduation marks taken into account while appearing for SBI SO exam?

Ans. In order to appear for the SBI SO exam there is no minimum percentage marks required for applying for SBI SO exam.

Conclusion:

Hence, refer to this article for more information about age limit, education qualification, Eligibility Criteria for SBI SO exam. Visit to know about SBI SO Exam Syllabus and Books.

Click here to know about SBI PO 2022 and SBI Clerk 2022.

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