SBI SO Apply Online 2025

State Bank of India has invited online applications from eligible Indian citizens for engagement of Specialist Cadre Officers on contract basis for Wealth Management and Premier Banking. Candidates have to complete SBI SO Apply Online 2025 only through the official SBI careers portal within the prescribed dates along with payment of fees in online mode.

Important Dates

The engagement notification for Wealth Management Specialist Officers specifies the following schedule for SBI SO Apply Online 2025:

Post Wise Vacancy And Age Criteria

The engagement is for three wealth management positions on contract basis. The following table shows regular plus backlog vacancies, PwBD horizontal reservation and age limits as on 01 May 2025.

Upper age relaxation is applicable for reserved categories as per Government of India guidelines. Reservation for SC, ST, OBC, EWS and PwBD is provided in accordance with prevailing rules.

Circle Wise Vacancies

Circle wise distribution of regular vacancies for wealth management posts is given below. Candidates must choose three different circles while submitting SBI SO Apply Online 2025; no change is permitted later.

The bank reserves the right to post officers engaged on contract to any of its offices or subsidiaries in India depending on business requirements.

Educational Qualification And Experience

VP Wealth (SRM)

• Mandatory qualification: Graduation from a Government recognised university or institution.
• Preferred qualification: MBA in Banking, Finance or Marketing with 60 percent marks and certifications such as NISM V-A, NISM XXI-A, CFP or CFA.
• Mandatory experience: Minimum six years in sales and marketing with Public, Private or Foreign Banks, Wealth Management Firms or AMCs.
• Preferred experience: At least six years as Relationship Manager or similar role in wealth management set up with leading banks, firms or AMCs.
• Required skills: Strong communication, analytical and interpersonal skills with financial expertise and client-centric approach.

AVP Wealth (RM)

• Mandatory qualification: Graduation from a Government recognised university or institution.
• Preferred: Post-graduation in Finance, Marketing or Banking and certifications such as NISM V-A, NISM XXI-A, CFP or CFA.
• Mandatory experience: Minimum three years into sales and marketing with Public, Private or Foreign Banks, Wealth Management Firms, AMCs or SBI Wealth CREs with four years service.
• Preferred experience: Relationship Manager or similar wealth management role for at least three years.
• Required skills: Communication and interpersonal skills with financial knowledge and client servicing orientation.

Customer Relationship Executive

• Mandatory qualification: Graduation from a Government recognised university or institution.
• Preferred experience: Documentation handling for financial products and good communication skills.
• Specific skill: Valid two-wheeler driving licence is compulsory.

Job Profile And Key Responsibilities

VP Wealth (SRM)

• Acquire, nurture and strengthen relationships with Affluent, HNI and UHNI clients.
• Cross-sell investment, insurance and other asset class products to meet client financial planning needs and wealth business targets.
• Grow Total Relationship Value, Assets Under Management and product penetration per client.
• Manage portfolio clients of the branch, grow CASA and investment book and cross-sell mortgages, credit cards and other bank products.
• Conduct financial needs analysis, risk profiling and periodic portfolio reviews.
• Ensure compliance with AMFI, IRDA and NISM certifications and complete documentation of all transactions.
• Conduct branch level investment and insurance seminars and any other tasks assigned by the bank.

AVP Wealth (RM)

• Acquire and deepen relationships with Affluent and HNI clients in assigned branches.
• Sell investment and insurance products to meet client financial goals and wealth revenue targets.
• Increase TRV and AUM, grow CASA and drive channel migration for products like mortgages and cards.
• Perform financial needs analysis, risk profiling and portfolio reviews for all mapped clients.
• Ensure routing of investments through CASA accounts and maintain complete documentation and regulatory compliance.
• Participate in branch development activities such as investment awareness seminars.

Customer Relationship Executive

• Provide on-ground support to Relationship Managers and Service Managers in documentation and client servicing.
• Collect and deliver documents to and from wealth clients and internal departments.
• Assist in completion of onboarding documentation and service requests that require in-person contact.
• Offer doorstep banking support to mapped wealth clients.
• Perform any additional responsibilities assigned by the bank from time to time.

Remuneration, Contract Period And Leave

Annual CTC includes fixed pay, conveyance, mobile and medical allowances and performance linked pay. Increment band is 0 to 25 percent per year based on performance. Officers engaged on contract are entitled to 30 days leave per financial year. The contract can be terminated from either side by giving two months’ notice or paying two months’ compensation in lieu of notice.

Selection Process And Interview Structure

The engagement does not have a written examination. The SBI SO recruitment for wealth management follows the selection stages mentioned below.

• Shortlisting: A bank constituted committee will fix parameters for shortlisting based on qualifications, experience and suitability. Meeting minimum eligibility alone does not guarantee an interview call.
• Interview: Shortlisted candidates will attend personal, telephonic or video interview. The interview carries 100 marks and qualifying marks will be decided by the bank.
• Merit List: Final merit list is prepared in descending order of scores obtained in interview only. If more than one candidate score the same cut-off marks, higher age will be given preference.
• Document Verification: All information and certificates submitted during SBI SO Apply Online 2025 will be verified against originals at the time of interview or joining. Teaching and training experience is not counted for eligibility.

Application Fee And Payment

Fee must be paid online using debit card, credit card, internet banking or other options provided in the payment gateway. On successful transaction, e-receipt and complete application form are generated and should be printed and kept safely.

Documents And Upload Specifications

During SBI SO Apply Online 2025, candidates must upload the following documents in the prescribed format.

• Recent colour passport size photograph (20–50 kb, 200 × 230 pixels, JPG or JPEG).
• Signature in black ink on white paper (10–20 kb, 140 × 60 pixels, JPG or JPEG; capital letter signature not accepted).
• Brief resume in PDF.
• ID proof and PAN card in PDF.
• Educational mark sheets and degree certificates in PDF.
• Experience certificates and Form-16 or latest salary slip from current employer in PDF.
• PwBD certificate and No Objection Certificate, if applicable, in PDF.
• All PDF files must be in A4 size and within 500 kb each with clear and readable scanning.

How To Apply Online

The SBI SO Apply Online 2025 process for wealth management posts is fully digital and must be completed through the official careers portal.

1. Visit the SBI careers page and open the current openings section for Specialist Cadre Officers.
2. Select advertisement number CRPD/SCO/2025-26/17 and read the detailed notification carefully.
3. Click on the online application link and complete new registration with valid email ID and mobile number.
4. Log in using registration number and password and fill personal, educational and experience details.
5. Indicate preferences for three different circles for the three posts as instructed.
6. Upload photograph, signature and all required documents in the prescribed formats.
7. Review the entire application using the preview option and correct errors, if any, before final submit.
8. Pay the applicable application fee through the integrated payment gateway.
9. Submit the completed form and download or print the system generated application and e-receipt.

Candidates are advised not to wait for the last date to submit the form to avoid issues due to heavy online traffic.

Frequently Asked Questions

What Is The Nature Of SBI SO Wealth Management Engagement?

The posts are Specialist Cadre Officers engaged on contract basis for a period of five years, extendable by up to four additional years at the bank’s discretion.

Is There Any Written Exam For This Recruitment?

No written examination is conducted. Shortlisted candidates are selected on the basis of personal, telephonic or video interview only.

Can I Apply For More Than One Post?

Yes, eligible candidates can apply for more than one post provided they meet the specific eligibility criteria for each post.

Are Teaching And Training Experience Considered?

No, teaching and training experience are clearly excluded from the experience calculation for eligibility.

Do I Need To Send Hard Copy Of Application?

No hard copy of application or documents is required to be sent to the bank. All processes are handled online and originals are verified at interview or joining.

What If I Already Worked As Contract Wealth Officer In SBI?

Candidates previously engaged on contract for these posts and who resigned are debarred from applying for two years from date of resignation, and those against whom caution notice is issued are barred from future recruitments.

Will Outstation Candidates Get Travel Reimbursement?

Outstation candidates called for interview may be reimbursed travel fare for the shortest route in India as mentioned in the call letter. Local conveyance and candidates later found ineligible are not eligible for reimbursement.

Can I Edit My Application After Final Submission?

Editing is allowed only while the application is in saved status. After final submission and fee payment, no change is permitted.