VP Wealth (SRM)

Type:

Contract - 5 Years + renewable upto 4 years

Location:

Across India - Multiple Locations

Description:

Company Name : State Bank of India (SBI)

Experience Level :minimum 6 years experience

Industry : Banking / Wealth Management / Financial Services

Application Deadline : 05-01-2026

About the Company : State Bank of India is India’s largest public sector bank and has been recognised as World’s Best Consumer Bank 2025 and Best Bank of India 2025 by Global Finance

Website : https://sbi.bank.in/web/careers/current-openings - ADVERTISEMENT NO: CRPD/SCO/2025-26/17

Job Summary : Wealth Management roles focused on acquiring, managing, and deepening relationships with Affluent, HNI, and UHNI clients, offering investment, insurance, and banking solutions to meet clients’ financial planning objectives.

Who Should Apply : CFP® professionals

Responsibility :

Acquire and manage Affluent / HNI / UHNI clients
Cross-sell investment, insurance, and banking product
Conduct financial needs analysis, risk profiling, and portfolio reviews
Increase Assets Under Management (AUM), CASA, and product penetration
Ensure compliance, documentation, and same-day execution of client instructions

Requirement :

Graduation from a Government-recognised university
Relevant post-qualification experience in banking / wealth management

Preferred :

MBA (Finance / Marketing / Banking)
CFP® professionals

Salary Range : CTC up to ₹44.70 LPA

Incentives / Bonuses : Performance Linked Pay (PLP) and annual increments based on performance

Learning Opportunities : Exposure to Wealth Management, UHNI/HNI client handling, and financial products

Other Benefits : Leave entitlement: 30 days per financial year, Allowances (conveyance, mobile, medical as applicable by role)

How to Apply : Applications must be submitted online via the SBI Careers portal link below and visiting the job listing titled - RECRUITMENT OF SPECIALIST CADRE OFFICER ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/17

Hiring Manager Details: