SBI CBO 2023: How to write Job Profile

A Scale-I Generalist officer is also known as a Circle Based Officer (CBO) who is appointed in one of the circles or states of SBI. A CBO is an Assistant Manager of Scale I in the bank who is responsible for handling customer relations, business development, and banking operations at the branch level.

SBI CBO Screening Process

Important parts of Job Profile

• Date of joining 
• Currently working or not 
• Current job duties – Customer handling, front desk, Sales, Field officer (Should be related to SBI CBO)

SBI CBO Job Profile Format

Name:

(Write your full name here)

Contact Details:

(Write your phone number and email address here)

Educational Qualifications:

Write your educational qualifications here in reverse chronological order. Include the name of the institution, the degree or certificate obtained, the year of passing, and the percentage or grade point average. For example:

• MBA in Finance from ABC University, 2022, 8.5 CGPA
• B.Com (Hons.) from XYZ College, 2020, 75%
• Class XII from PQR School, 2018, 85%

Professional Qualifications:

Write your professional qualifications here if any. Include the name of the certification, the year of completion, and the issuing authority. For example:

• Certified Financial Analyst (CFA) Level I, 2021, CFA Institute
• Certificate Course in Banking Operations, 2020, Indian Institute of Banking and Finance

Work Experience:

Write your work experience here in reverse chronological order. Include the name of the organization, the designation, the duration, and the key responsibilities. For example:

• Assistant Manager at LMN Bank, June 2022 - Present
• Sanctioned loan packages for retail and corporate customers
• Managed the core branch functions such as account opening, cheque book issuance, cash management, etc.
• Implemented the bank policies and ensured compliance with the regulatory norms
• Maintained good customer relations and resolved their queries and grievances
• Junior Executive at RST Finance, January 2021 - May 2022
• Performed financial analysis and prepared reports for various clients
• Assisted in the preparation of budgets and forecasts
• Handled the accounting and taxation work of the firm

Handled Assignments:

Write the details of any specific assignments or projects that you have handled or contributed to in your previous or current roles. Include the objective, the scope, the outcome, and the impact of the assignment. For example:

• Handled the loan portfolio of the branch and achieved a growth of 15% in the disbursement and recovery of loans
• Conducted a market research and feasibility study for launching a new product in the rural segment
• Prepared a business plan and financial model for a startup company and helped them secure funding from investors

Skills and Abilities:

(Write your skills and abilities that are relevant for the SBI CBO role. Include both technical and soft skills. For example:

• Proficient in MS Office, Tally, and banking software
• Knowledge of banking products, services, and regulations
• Ability to work under pressure and meet deadlines
• Good communication, interpersonal, and leadership skills

Declaration:

Write a declaration stating that the information provided by you is true and correct to the best of your knowledge. For example:

• I hereby declare that the information given above is true and correct to the best of my knowledge and belief.

Date:

(Write the date of submission here)

Signature:

(Sign your name here)