The total 996 vacancies are distributed across the following roles:
| Post Name | Total Vacancies | Contract Period | CTC (Cost to Company - Upper Range) |
| VP Wealth (Senior Relationship Manager - SRM) | 506 | 5 Years (Renewable) | Approx. ₹44.70 Lakhs P.A. |
| AVP Wealth (Relationship Manager - RM) | 206 | 5 Years (Renewable) | Approx. ₹30.20 Lakhs P.A. |
| Customer Relationship Executive (CRE) | 284 | 5 Years (Renewable) | Approx. ₹6.20 Lakhs P.A. |
| TOTAL | 996 |
The eligibility for each post is determined by a combination of mandatory graduation, preferred advanced qualifications/certifications, and compulsory work experience.
| Post Name | Minimum Age | Maximum Age | Mandatory Educational Qualification | Mandatory/Preferred Experience |
| VP Wealth (SRM) | 26 Years | 42 Years | Graduation from a Govt. recognised University. | Mandatory: Minimum 3 years of experience in Sales & Marketing with leading Banks/Wealth Management Firms/AMCs. |
| AVP Wealth (RM) | 23 Years | 35 Years | Graduation from a Govt. recognised University. | Preferred: Experience in financial product documentation and strong communication skills. |
| Customer Relationship Executive (CRE) | 20 Years | 35 Years | Graduation from a Govt. recognised University. | Preferred: Experience in documentation requirements of financial products and client interaction. |
Preferred Qualifications (for RM/SRM): MBA (Banking/Finance/Marketing) and professional certifications like NISM V-A, NISM XXI-A, CFP, or CFA are highly preferred/mandatory in the specific official notification for some roles.
| Event | Date |
| Official Notification Release | 02.12.2025 |
| Online Application Starts | 02.12.2025 |
| Last Date to Apply & Pay Fee | 23.12.2025 |
| Interview Date | To be announced later |
The selection process for these specific Wealth Management SCO posts is highly experience-based and does not involve a written examination.
Shortlisting: Candidates will be shortlisted based on their profile, including mandatory qualifications and relevant work experience, as decided by the Bank's Shortlisting Committee.
Interview: Shortlisted candidates will be called for an Interview (which may be In-person, Telephonic, or Video). The Interview carries 100 marks.
Final Merit List: The final selection will be based solely on the scores obtained by the candidate in the Interview. There are no marks for a written test.
Application Fee:
₹750/- for General/OBC/EWS candidates.
Nil for SC/ST/PwBD candidates.
This is a crucial point regarding the SBI SCO Recruitment 2025 for 996 Wealth Management Posts.
Based on the official notification (Advt. No. CRPD/SCO/2025-26/17), the positions for VP Wealth, AVP Wealth, and Customer Relationship Executive DO NOT HAVE A WRITTEN EXAM.
Therefore, there is no syllabus for an examination to study for this specific recruitment drive.
The selection for these 996 Specialist Cadre Officer (SCO) positions is based entirely on a two-stage process:
Shortlisting: Candidates are shortlisted based on their application profile, which includes their educational qualifications and relevant work experience.
Interview: Only the shortlisted candidates are called for an interview (which can be personal, telephonic, or video).
| Selection Stage | Weightage | Marks | Key Focus |
| Written Exam | 0% | N/A | NO WRITTEN TEST |
| Interview | 100% | 100 | Solely determines the final merit list. |
Since the selection is entirely interview-based and for specialized roles in Wealth Management, your preparation should focus on the following professional knowledge and interview-specific skills:
This is the most critical area and replaces the professional knowledge syllabus of a typical exam. You must be an expert in:
Financial Products: Deep knowledge of Mutual Funds, Stocks, Bonds, Insurance (Life/Health), Fixed Deposits, Alternate Investments (AIFs), and PMS (Portfolio Management Services).
Regulatory & Compliance: Basics of KYC (Know Your Customer), AML (Anti-Money Laundering), and SEBI regulations relevant to wealth advisory.
Client Relationship Management (CRM): Strategies for client acquisition, retention, cross-selling, and managing High Net Worth Individuals (HNIs).
Financial Planning: Understanding of retirement planning, tax planning, estate planning, and goal-based investing.
Banking Products: Knowledge of NRI accounts, demat accounts, and other core banking services provided to wealth clients.
The interview carries the entire weight for the final selection. Prepare for questions on:
Behavioral Questions: Situational questions related to client handling, achieving sales targets, managing difficult relationships, and handling market volatility.
Experience Discussion: Be ready to articulate your past work experience, key achievements, and specific challenges you overcame in detail.
Product Expertise: Ability to explain complex financial products simply and compare various investment options.
Organizational Fit: Why SBI? Why the Wealth Management role? Where do you see yourself in five years?
Ensure you have and are prepared to discuss any professional certifications relevant to Wealth Management, which are often highly preferred or sometimes mandatory for these roles:
CFP (Certified Financial Planner)
NISM Certifications (e.g., NISM Series V-A: Mutual Fund Distributors, NISM Series XXI-A: Portfolio Management Services)
CFA (Chartered Financial Analyst)
For this specific recruitment drive (996 Wealth Management posts), your focus should be entirely on leveraging your professional experience and excelling in the personal interview.
| OFFICIAL NOTIFICATION | CLICK HERE |
| APPLY ONLINE | CLICK HERE |
| OFFICIAL WEBSITE | CLICK HERE |