| Post Name | Eligibility | | Zonal Head (Retail) | - Candidates must be Graduates from a Government-recognized university or institution and possess an MBA in Banking, Finance, or Marketing with at least 60% marks from a recognized university/institution. They must also hold any one of the following certifications: CFP, CFA, NISM V-A, NISM Investment Advisor, or NISM 21-A, along with a minimum of 15 years of relevant experience.
| | Regional Head (RH) | - Candidates must be Graduates from a Government-recognized university or institution and possess an MBA in Banking, Finance, or Marketing with at least 60% marks from a recognized university/institution. They must also hold any one of the following certifications: CFP, CFA, NISM V-A, NISM Investment Advisor, or NISM 21-A, along with a minimum of 12 years of relevant experience.
| | Relationship Manager-Team Lead | - Candidates must be Graduates from a Government-recognized university or institution and possess an MBA in Banking, Finance, or Marketing with at least 60% marks from a recognized university/institution. They must also hold any one of the following certifications: CFP, CFA, NISM V-A, NISM Investment Advisor, or NISM 21-A, along with a minimum of 8 years of relevant experience.
| | Investment Specialist (IS) | - Candidates must have a PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance, or Actuarial Science from a recognized college/university, or be qualified CA/CFA. They must also possess any one of the following certifications: CA, CFP, CFA, NISM Investment Advisor, NISM Research Analyst, or NISM Series 21-A, along with a minimum of 6 years of relevant experience.
| | Investment Officer (IO) | - PG Degree or PG Diploma in Finance / Accountancy / Business Management / Commerce / Economics / Capital Markets / Banking/ Insurance / Actuarial Science from recognised College / University or CA / CFA.
- CA / CFP / CFA / NISM Investment Advisor / Research Analyst Certificate / Certification by NISM 21-A.
- Minimum 4 years experience.
| | VP Wealth | - Graduation from Government recognised University or Institution.
- MBA (Banking/ Finance/ Marketing) with 60% from recognized University or Institution.
- Certifications such as NISM V-A, XXI-A, CFP /CFA.
- Minimum 6 years experience.
| | AVP Wealth | - Graduates from Government recognised University or Institution.
- Weightage will be given to the candidates with post graduation in finance / marketing / Banking.
- Certifications such as NISM V-A, XXI-A, CFP/CFA.
- Minimum 3 years experience.
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