The Institute of Banking Studies (IBS) offers a comprehensive and result-oriented preparation program for promotion from State Bank of India (SBI) Clerk to Trainee Officer (System).
The course is delivered by highly experienced senior bankers with in-depth domain expertise and practical insights into the promotion process. The entire syllabus is covered systematically, thoroughly, and in alignment with the latest examination pattern, ensuring conceptual clarity as well as exam-focused preparation.
This program is specifically designed to help candidates build strong fundamentals, gain professional knowledge, and maximize their chances of clearing the promotion examination in the very first attempt.
1. Daily live classes of one and a half hours on Zoom as per the schedule.
2. Missed a live class? The session’s recording will be available within 24 hours.
3. Access to previously recorded classes is also available on our IBS Vigyan app.
4. Study Material will be dispatched to the candidate’s address or bank branch within one week from the date of enrollment.
5. Comprehensive Mock Tests: 5 Full-Length mock tests and Topic-wise
6. Doubt-clarification via Telegram group and WhatsApp support.
7. Personalized mentorship guidance to assist candidates with preparation strategies and exam success.
ELIGIBILITY CRITERIA :
All Clerical Cadre employees (i.e., SBI Clerks / Junior Associates) except the following categories are eligible to appear for the promotion test to Trainee Officer (JMGS-I):
• Record Keepers
• Record Keepers-cum-Assistant (Cash)
• Godown Keepers
• Bill Collectors
• Assistant (Cash) promoted from Subordinate Cadre
Minimum Service Requirement
Minimum 4 years of service and possession of JAIIB qualification (Junior Associate of Indian Institute of Bankers)
OR
Minimum 3 years of service with CAIIB qualification (Certified Associate of Indian Institute of Bankers)
Educational Qualification
Graduation (Bachelor’s degree) from a recognized university/college as on the eligibility date (e.g., 1st April of the promotion year) is mandatory for appearing in the promotion test.
Upper Age Limit
General category: Not exceeding 40 years
SC/ST category: Not exceeding 45 years
EXAM PATTERN :
SECTION-I: Objective Test
| Details | Pattern |
| Mode | Online (Computer Based Test) |
| Total Questions | 120 |
| Total Marks | 120 |
| Duration | 120 Minutes (2 Hours) |
| Type | Multiple Choice Questions |
SECTION-II: Descriptive Test
| Details | Pattern |
| Type | Essay Writing |
| Questions | 3 topics given, attempt 1 |
| Marks | 20 |
| Duration | 40 Minutes |
| Mode | Pen & Paper |
WHAT IBS PROVIDE
• LIVE CLASSES
• RECORDED CLASSES
• STUDY MATERIALS
• MOCK TESTS
Syllabus:
SECTION-I: Objective Test (120 Questions, 120 Minutes)
1. General Awareness about Banking Environment
• Banking ecosystem basics
• KYC (Know Your Customer) norms
• Legal and compliance issues in banking (Objective theory + situational questions)
2. General Banking & Practical Situations
• Day-to-day branch operations
• Handling customer grievances
• Preventive vigilance questions
• Passages from routine banking work
3. Products & Services of SBI
• Retail banking products (deposits, loans, credit cards)
• Product features & USPs
• SBI associates and subsidiaries
• Financial inclusion initiatives
4. CBS & IT Products
• Core Banking Solution (CBS) usage and features
• IT products/services used by SBI
• IT security concerns relevant to banking operations
5. Alternate Channel Products
• Internet Banking
• Mobile Banking
• ATMs / POS / E-channels
• Other digital delivery channels
6. Latest Financial Results / Bank Performance Indicators
• SBI’s annual/quarterly results
• Productivity & profitability indicators
• Organizational structure & history
SECTION-II: Descriptive Test (Essay — 20 Marks, 40 Minutes)
• You will get 3 essay topics and must write 1 essay.
• Essays are banking/finance related, e.g.:
> Role of digital banking in financial inclusion
> RBI guidelines and their impact on retail credit
> Customer service excellence in modern banking
• Descriptive assesses communication skills, clarity of thought, organization of ideas, and relevance.
