SBI Wealth Management Recruitment 2025-26 – State Bank of India has released the SBI Wealth Management Recruitment 2025 -26 Notification (Advertisement No. CRPD/SCO/2025-26/17) for 996 Specialist Cadre Officer posts, including VP Wealth (SRM), AVP Wealth (RM) and Customer Relationship Executive on contract basis. The online application starts on 2 December 2025, and the last date to apply online is 23 December 2025.
Last year, more than 2.8 to 3 lakh banking aspirants applied for similar Wealth Management posts, and this year the number is expected to be even higher due to increased vacancies and higher salary packages.
This recruitment is one of the most important opportunities for candidates seeking Banking Sector Jobs with strong salary, incentives and long-term career prospects in investment & wealth roles.
Candidates must apply through the official SBI website. For Latest & Easy-to-Read Updates and Simplified Details, visit GovtJobLink.com
SBI Wealth Management Recruitment 2025-26 :VP Wealth (SRM), AVP Wealth (RM) and Customer Relationship Executive Recruitment 2025
SBI Wealth Management Recruitment 2025-26-Notification No.: CRPD/SCO/2025-26/17
Govt Jobs Simplified on GovtJobLink.com
SBI Wealth Management Recruitment 2025-26 : Important Dates & Application Fee
| Important Dates | Application Fee |
|---|---|
| Application Start Date – 02 /12 / 2025 | General/OBC/EWS: Rs. 750 |
| Last Date to Apply – 23 /12 / 2025 | SC/ST/PwBD: No Fee |
| Fee Payment Last Date: 23 December 2025 | Payment Mode: Online |
| Correction Window: As per schedule | (Debit/Credit Card, Net Banking, UPI) |
| Admit Card: To be notified | — |
SBI Wealth Management Recruitment 2025-26 : Age Limit & Eligibility Details
| Age Limit (As on 01.05.2025) | Eligibility Criteria |
|---|---|
| VP Wealth (SRM): 26–42 years | Graduate + 6 years relevant experience |
| AVP Wealth (RM): 23–35 years | Graduate + 3 years experience |
| CRE: 20–35 years | Graduate + Valid 2-wheeler licence |
| Age Relaxation: As per Govt Rules | MBA / CFP / CFA / NISM Preferred |
SBI Wealth Management Recruitment 2025-26 : Vacancy Details
| Circle | VP Wealth (SRM) | AVP Wealth (RM) | CRE |
|---|---|---|---|
| Gandhinagar | 20 | 13 | 10 |
| Amaravati | 13 | 5 | 11 |
| Bengaluru | 53 | 22 | 29 |
| Bhopal | 12 | 7 | 14 |
| Bhubaneshwar | 13 | 6 | 5 |
| Chandigarh | 28 | 24 | 23 |
| Chennai | 31 | 12 | 12 |
| Guwahati | 17 | 6 | 8 |
| Hyderabad | 19 | 11 | 13 |
| Jaipur | 15 | 11 | 9 |
| Kolkata | 43 | 9 | 24 |
| Lucknow | 21 | 12 | 14 |
| Maharashtra | 38 | 8 | 7 |
| Mumbai Metro | 57 | 13 | 25 |
| New Delhi | 36 | 27 | 36 |
| Patna | 24 | 9 | 9 |
| Thiruvananthapuram | 66 | 11 | 35 |
| TOTAL | 506 | 206 | 284 |
| Total Vacancies | 996 Posts |
SBI Wealth Management Recruitment 2025-26 : How to Apply Online & Required Documents
| How to Apply | Required Documents |
|---|---|
| Visit SBI Careers Page | Photograph (20–50 KB) |
| Find Advt. No. CRPD/SCO/2025-26/17 | Signature (10–20 KB) |
| Register with Email + Mobile | ID Proof (Aadhaar/PAN/Passport) |
| Note Registration No. & Password | PAN Card |
| Upload Photo & Signature | Graduation Certificates |
| Fill Personal & Qualification Details | Experience Certificates |
| Select 3 Different Circles | Resume / CV |
| Upload All Documents (PDF under 500 KB) | Latest Salary Slip / Form-16 |
| Preview Carefully | PwBD Certificate |
| Pay Fee Online | NOC for Govt/PSU Employees |
| Download Application + E-Receipt | — |
SBI Wealth Management Recruitment 2025-26 : Pay Scale & Selection Process
| Selection Process | Pay Scale |
|---|---|
| Shortlisting by SBI Committee | VP Wealth: 44.70 LPA |
| Interview (100 Marks) | AVP Wealth: 30.20 LPA |
| CTC Negotiation | CRE: 6.20 LPA |
| Merit List Based on Interview Only | Fixed Pay + PLP + Allowances |
| Elder Candidate Preference if Tie | Annual Increment 0–25% |
SBI Wealth Management Recruitment 2025-26 : Exam Pattern & Syllabus
| Exam / Interview Pattern | Syllabus (Interview Topics) |
|---|---|
| Interview: 100 Marks | Wealth Management Basics |
| No Written Exam | Mutual Funds & NAV |
| Online/Offline Format | Insurance Products |
| Focus on Communication, Sales, Knowledge | PMS, AIF, ULIPs |
| Tie-breaker: Elder candidate | KYC, AML, Risk Profiling |
Important Useful Links for Apply Online, Download Notification
| Important Useful Links | |
|---|---|
| Apply Offline | Click Here |
| Download Notification | Click Here |
| Official Website | Click Here |
| Join Whatsapp Channel | Click Here |
| Join Telegram Channel | Click Here |
| Join YouTube Channel | Click Here |
| Join Instagram Channel | Click Here |
| Join Facebook Channel | Click Here |
SBI Wealth Management Recruitment 2025 : Strategy For Interview
1. Understand the Role Requirements in Depth
Every post—VP, AVP & CRE—has different responsibilities. Start by analyzing SBI’s expected job role, KPIs, portfolio handling expectations, cross-selling targets, and compliance needs. This will help you answer questions with real relevance.
2. Revise Core Wealth Management Concepts
Interviewers expect strong clarity on mutual funds, SIP/STP/SWP, bonds, NPS, insurance types, portfolio diversification, risk profiling, and AUM strategies.
3. Update Yourself with Financial Market Trends
SBI panel often asks about recent RBI updates, taxation changes, MF performance trends, repo rate changes, and shifts in investment behaviour.
4. Practice Client Handling Scenarios
Prepare for mock case studies like:
• “A client wants guaranteed returns—what product do you suggest?”
• “An HNI client wants aggressive growth—how will you allocate assets?”
5. Improve Communication Quality
SBI prefers calm, structured communication. Practice explaining financial products in simple language.
6. Learn Portfolio Review Techniques
Understand how to evaluate an ongoing investment portfolio and suggest appropriate rebalancing.
7. Build Confidence in Cross-Selling Approach
Learn how to upsell wealth products ethically. SBI checks your ability to deepen TRV (Total Relationship Value).
8. Prepare STAR-format Answers
Structure answers using Situation → Task → Action → Result, especially while explaining past job experience.
9. Revise NISM / Regulatory Awareness
Basic knowledge of SEBI rules, NISM modules, risk ratings, and compliance violations helps candidates outperform others.
10. Prepare a Strong Introduction Pitch
Start interview with a crisp summary of your experience, achievements, clientele handled, and strengths.
11. Understand SBI’s Wealth Business Model
Review SBI’s Priority Banking, Premier Banking, and Wealth Management structure. Candidates who show deeper understanding gain immediate credibility.
12. Revise Work Achievements Numerically
Use quantified results:
• “Handled portfolio of ₹30 crore AUM”
• “Acquired 120+ HNI clients in 2 years”
13. Focus on Customer Objection Handling
Practice responses to objections like:
• “Your fund performance is low.”
• “Why should I shift from my current RM?”
14. Learn CASA Deepening Strategies
VP/AVP roles require strong CASA growth plans; know how to increase multi-product penetration.
15. Know Personal Finance Examples
Use examples of tax planning, retirement planning, education planning in answers.
16. Prepare Document Proof of Experience
Your ability to demonstrate authentic experience highly impacts your score.
17. Conduct Mock Interviews
At least 3–4 mock interviews increase confidence drastically. Record your responses and improve voice tone, clarity, and confidence.
18. Dress Formally & Maintain Executive Presence
Your attire, tone, and posture matter significantly in HNI-facing roles.
19. Build Market Knowledge from 3 Sources Daily
Read:
• Economic Times
• Business Standard
• Moneycontrol
This reading habit is visible in your interview responses.
20. Practice Portfolio Building with Hypothetical Scenarios
Prepare to demonstrate how you construct portfolios for:
• Conservative client
• Balanced investor
• Aggressive investor
Sample Questions & Recommended Books / Study Material
- Explain the concept of risk profiling in wealth management.
- What factors determine the suitability of PMS for an HNI client?
- How do you differentiate between ELSS and ULIP?
- What is the ideal asset allocation for a moderate investor?
- How do SIPs help in long-term wealth creation?
- Describe the role of a Relationship Manager in HNI acquisition.
- What is the difference between AIF Category I, II, and III?
- How do you handle a client who is unhappy with fund performance?
- Explain NAV and how it is calculated.
- Why should an investor diversify their mutual fund portfolio?
- What is the role of IRDAI in insurance products?
- What are the tax benefits of NPS Tier I?
- Describe a conflict situation faced with a client and how you resolved it.
- What are hybrid mutual funds and when should they be recommended?
- How do rising interest rates affect bond prices?
- What is rebalancing in investment planning?
- Explain priority banking and how it benefits customers.
- How do you measure TRV (Total Relationship Value)?
- What documents are required for onboarding an HNI client?
- What is the difference between redemption and switch in mutual funds?
Recommended Books / Study Material
• Guide to Wealth Management – CNBC
• NISM Series V-A Mutual Fund Distribution Book
• CFA Level 1 (Selected Wealth Topics)
• Wealth Management: Indian Financial System – Preeti Singh
• SBI Wealth & RM Interview Handbook (Private Publications)
• SEBI Risk Profiling Guidelines
• AMFI Monthly Mutual Fund Handbook
Frequently Asked Question (FAQ)
question 1. What is the total number of vacancies in SBI Wealth Management Recruitment 2025-26?
answer. The total number of vacancies is 996 posts (VP, AVP & CRE).
question 2. What is the last date to apply for SBI Wealth Management Recruitment 2025-26?
answer. The last date to apply online is 23 December 2025.
question 3. What is the salary of VP Wealth under SBI Wealth Management Recruitment 2025-26?
answer. The VP Wealth (SRM) salary goes up to ₹44.70 Lakh CTC.
question 4. What is the age limit for AVP Wealth (RM) in SBI Wealth Management Recruitment 2025-26?
answer. The age limit for AVP Wealth is 23 to 35 years.
question 5. Is experience mandatory for VP and AVP posts in SBI Wealth Management Recruitment 2025-26 ?
answer. Yes, 6 years experience for VP and 3 years for AVP is mandatory.
question 6. Can freshers apply for Customer Relationship Executive (CRE)?
answer. Yes, freshers can apply, but a valid 2-wheeler licence is required.
question 7. What is the selection process for SBI Wealth Management Recruitment 2025-26 ?
answer. The selection process includes Shortlisting → Interview → CTC Negotiation.
question 8. Is there any written exam in SBI Wealth Management Recruitment 2025-26 ?
answer. No, there is no written exam Selection is based only on interview.
question 9. How many circles can a candidate select for SBI Wealth Management Recruitment 2025-26?
answer. Candidates must select three different circles.
question 10. Where can I apply for SBI Wealth Management Recruitment 2025-26 ?
answer. You can apply through the official SBI Careers portal.sbi.bank.in – Current Openings .
“Note: Applicants must thoroughly check all details including last date, eligibility, fee, age criteria, no. of posts, experience and selection process & other relevant details at official website. For latest, easy to understand & simplified updates, visit GovtJobLink.com, where we also assist you in comprehensive exam preparation guidance and in-depth exam pattern & syllabus support. Parts of this content has been refined and structured with AI assistance to enhance clarity and readability.”