SBI Wealth Management Recruitment 2025

SBI Wealth Management Recruitment 2025 – Apply Online for Various Specialist Posts

The State Bank of India (SBI) has released the Wealth Management Recruitment 2025 Notification for the engagement of specialist officers on a contractual basis under its Wealth Management Business Unit (WMU). This recruitment provides an excellent opportunity for experienced professionals in finance, investment, and client relationship management to work with India’s largest public sector bank.

This detailed article covers the complete information regarding SBI Wealth Management Recruitment 2025 — including eligibility criteria, post details, salary, selection process, and how to apply online.

Overview of SBI Wealth Management Recruitment 2025

Notification Details

SBI invites online applications from you are eligible and experienced professional for multiple posts in the Wealth Management Business Unit. The engagement will be purely on a contractual basis for an initial period (generally 3 years, renewable at the Bank’s discretion).

The SBI Wealth Management team provides premium financial advisory and relationship-based services to high-net-worth individuals (HNIs) and corporate clients. The newly announced positions aim to strengthen the bank’s wealth advisory and investment operations nationwide.

Post-Wise Details

The recruitment notification covers multiple specialist roles under Wealth Management, including:

1. Relationship Manager (RM)
   • You are responsible for managing client portfolios, advising on investments, and maintaining strong customer relationships.
2. Senior Relationship Manager (SRM)
   • You can candles a larger portfolio of HNI clients and oversees RM teams to ensure service excellence.
3. Investment Officer
   • You can provide professional advice on mutual funds, bonds, equity, and wealth planning.
4. Product Manager
   • You can develops and manages wealth management products in coordination with the investment and product development teams.
5. Private Banker
   • Offers personalized wealth management services to ultra-HNI clients, including investment advisory and estate planning.
6. Regional Head / Team Lead (Wealth)
   • Supervises wealth management teams across regions to ensure business growth and compliance.

Educational Qualification

You are applying for SBI Wealth Management posts must possess:

• A graduate degree (minimum qualification) from a recognized university.
• Professional qualifications such as NISM, CFP, CFA, CA, MBA (Finance/Marketing) are preferred.
• Certification in investment and insurance advisory (e.g., NISM/IRDA) is highly desirable.
• You must possess strong knowledge of financial markets, portfolio management, and investment products.

Experience Requirements

The SBI Wealth Management posts are not entry-level positions. You must have relevant professional experience in banking, finance, mutual funds, or investment advisory.

Salary & Remuneration

• The remuneration will be fixed and negotiable, depending on the your experience, qualification, and last drawn salary.
• SBI offers a performance-linked incentive (PLI) system to reward exceptional performers.
• You will also enjoy benefits such as medical insurance, travel allowance, and other perks applicable to contractual officers.

While exact salary figures are not disclosed in the notification, industry estimates suggest:

• Relationship Manager – ₹10–15 LPA
• Senior Relationship Manager – ₹15–20 LPA
• Investment Officer – ₹18–25 LPA
• Regional Head / Team Lead – ₹25–35 LPA

Job Location

If you are selected you will be placed at various Wealth Hubs and SBI branches across major cities in India, such as:

• Mumbai
• Delhi
• Hyderabad
• Bengaluru
• Chennai
• Kolkata
• Ahmedabad
• Pune

Selection Process

The selection process will involve:

1. Shortlisting
   • Based on qualifications, experience, and suitability for the post.
2. Interview / Interaction
   • If you are shortlisted you will be called for a personal interview or video interaction.
3. Final Merit List
   • Prepared based on interview performance and candidate profile.

The interview carries 100 marks, and selection will be made on the basis of merit only.

Important Dates

How to Apply Online for SBI Wealth Management Recruitment 2025

You can apply online through the official SBI Careers portal. Follow the step-by-step process below:

1. You can visit the official SBI website: https://sbi.co.in/careers
2. You can cick on “Join SBI → Current Openings.”
3. You can select the advertisement titled “Recruitment of Specialist Officers – Wealth Management 2025.”
4. You can click on “Apply Online.”
5. You can register using your valid email ID and mobile number.
6. You can fill out the application form with personal and professional details.
7. You can upload scanned copies of photograph, signature, and relevant documents.
8. You can pay the application fee (if applicable).
9. You can review all details carefully and click Submit.
10. You can download and print the application form for future reference.

Application Fee

The fee must be paid online using a debit/credit card or net banking facility.

Key Responsibilities

Depending on the role, if you are selected you will:

• You can advise clients on investment products like mutual funds, PMS, insurance, and bonds.
• You can manage client portfolios and ensure growth in AUM (Assets Under Management).
• You can cross-sell SBI products to enhance customer satisfaction.
• You can maintain compliance with regulatory guidelines (SEBI, RBI, IRDAI).
• You ca develop business strategies to meet wealth management goals.

Why Choose SBI Wealth Management?

• Opportunity to work with India’s No. 1 Public Sector Bank.
• Competitive remuneration with growth-based incentives.
• Exposure to a high-value HNI client segment.
• Chance to work in a dynamic, tech-driven financial environment.
• Excellent networking and professional development opportunities.

Important Points

• The engagement will be on a contractual basis, renewable depending on performance.
• You must have valid email ID and contact number for communication.
• Incomplete applications or applications without documents will be rejected.
• SBI reserves the right to cancel or modify the recruitment process at any stage.

Quick Summary

Conclusion

The SBI Wealth Management Recruitment 2025 is a golden opportunity for you are experienced finance professional to join India’s leading banking institution. With lucrative packages, professional growth, and exposure to HNI clientele, these roles offer an exciting career path for those passionate about wealth management and investment advisory.

You are advised to apply well before the last date and keep visiting the SBI Careers page for updates on shortlisting and interview schedules.

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