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SBI Interview - Coggle Diagram
SBI Interview
A. NEWS
India specific news in last 3 months
UPI developments
India's take on Crypto currency
India export commidities
Darpan to share news from google & twitter
Chairman's viewpoint on SBI future
SBI results - Last 2 quarters & last year balance sheet (Mar'22)
SBI share prices & dividend last year
Chairman Policy
History of SBI in years & brands
Name of MD, Chairman, DMD
PM Modi developments for Banking Industry
SBI recent schemes (Internal Megha)
SBI latest products & their returns
Campaign Awards
FED interest rates & recession fears
SVB Bank Failure
Russia Ukraine
Effects on Global Economy
Effects on Indian Economy
Monetary Policy
Name of Governor & 4 deputy governors
Why Banks are offering higher FD rates after increasing repo rate?
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SBI Wealth
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Eligibility Criteria, TRV, Rank Based
NTB & GTB & Family
Lead Generation
Residential, NRI, NRO, Individual, Non-Individual
How to invest - Offline vs. Online
Risk Profiling
How to accept Applications
Wealth Saving Bank A/c
Individual (Solo vs. Joint)
ATM (VDS) -- Features
Locker Concession
Credit Card
ISA
All invest instruments
Mutual Funds
Products of SBI -- Joint Ventures
HNI Clients - CBS TransactionsCharges/ Commission of RTGS / NEFT / DDPassing of Cheque (Home branch, NHB)FD Creation
- Amrit Kalash
- Sarvottam
- Non Callable
Cheque Book / ATM / INB A/c StatementInterest Certificates Portfolio review (By RM's)Capital Gains
- Roles at different levels
a. Relationship Manager
- Lead generation
- Invest Pitch
- Portfolio review
- Change of RM
- Products of SBI Joint ventures
- Cross selling
- Act as link between client & bank
b. Service Manager
- Onboarding clients on Miles
- Lead generation
- Punching of transactions in Miles for Invest
- Have access to Pan India Wealth client
- CBS related request
- Cross selling
c. Clerical
- Processing of customer requests (HNI)
- Assist service manager
- CBS related back-end work
- Helping in onboarding walk-in clients
- Cross selling
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