State Bank of India (SBI) is inviting online applications for Specialist Officer (SO) roles within its Wealth Management function. Openings include Vice President Wealth (Senior Relationship Manager), Assistant Vice President Wealth (Relationship Manager), and Customer Relationship Executive. These roles focus on client acquisition, relationship management, and delivering wealth solutions aligned with client goals and regulatory standards.
Position Overview
As part of SBI Wealth, you will work with high-value clients to understand their financial objectives, recommend suitable products, and deliver an exceptional relationship experience. The ideal candidate demonstrates strong consultative selling ability, product knowledge, and a track record in sales and marketing within banking/wealth management environments.
Key Responsibilities
- Manage and grow a portfolio of wealth clients through proactive relationship management and ongoing engagement.
- Acquire new clients via referrals, networking, and targeted outreach while meeting assigned business targets.
- Assess client needs and risk profile to recommend suitable wealth solutions and investment products.
- Drive cross-sell and up-sell opportunities across relevant banking and wealth offerings.
- Ensure adherence to internal policies, regulatory requirements, and compliance standards.
- Maintain accurate client documentation, reporting, and activity tracking as required.
- Collaborate with internal stakeholders to deliver timely service and resolve client queries.
Roles & Vacancies
- Vice President Wealth (Senior Relationship Manager): 506 posts
- Customer Relationship Executive: 284 posts
- Assistant Vice President Wealth (Relationship Manager): 206 posts
- Total: 996 posts
Requirements
Education
- Graduation in any stream from a recognized university/institute (all roles).
- VP Wealth (SRM): MBA (Banking/Finance/Marketing) with 60% from a recognized university/institution (as referenced in the source content).
- Customer Relationship Executive: Graduation with knowledge of local language; preference/weightage may be given to candidates with post-graduation in Finance/Marketing/Banking.
Certifications (Preferred/Referenced)
- NISM V-A, NISM XXI-A, CFP, and/or CFA (as applicable to role).
Experience (Referenced)
- VP Wealth (SRM): 6 years in sales & marketing with leading Public/Private/Foreign Banks, Wealth Management Firms, or AMCs.
- Customer Relationship Executive: 3 years in sales & marketing with leading Public/Private/Foreign Banks, Wealth Management Firms, or AMCs; SBI Wealth CREs with 4 years experience may be considered as referenced.
Age Limits (As on 01 May 2025, referenced)
- VP Wealth (SRM): 26–42 years
- AVP Wealth (RM): 23–35 years
- Customer Relationship Executive: 20–35 years
- Age relaxation as per SBI recruitment rules.
Selection Process (Referenced)
- Shortlisting
- Interview
- Document Verification
- Medical Examination
Important Dates (Referenced)
- Notification Date: 02 December 2025
- Application Start Date: 02 December 2025
- Last Date to Apply: 10 January 2026
- Fee Payment Last Date: 10 January 2026
- Exam Date: To be notified
- Admit Card: Before exam
Application Fee (Referenced)
- General/EWS/OBC: INR 750
- SC/ST/PH: INR 0
- Payment modes: Debit Card, Credit Card, Net Banking, UPI, and other online methods.
Benefits
- Opportunity to build a long-term career with one of India’s leading banks.
- Exposure to wealth management products, client advisory, and relationship leadership roles.
- Structured selection process and professional work environment.
- Compensation and benefits as per SBI norms and role-specific policies.
About the Company
State Bank of India (SBI) is India’s largest public sector bank, serving millions of customers through an extensive domestic and international network. SBI’s Wealth Management business focuses on delivering comprehensive financial solutions and relationship-led advisory services to affluent and high-net-worth clients.
How to Apply
Apply online through the official SBI website: https://bank.sbi/ before the closing date. Candidates should review the official notification carefully for eligibility, documentation, and role-specific details prior to submission.