AVP Wealth (RM)

5 years

0 Lacs

greater kolkata area

Posted:1 week ago| Platform: Linkedin logo

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Skills Required

management finance planning analysis risk profiling portfolio compliance documentation marketing learning mobile portal

Work Mode

On-site

Job Type

Contractual

Job Description

Type: Full Time Location: Across India - Multiple Locations Description:

Company Name :

State Bank of India (SBI)

Job Type :

Contract - 5 Years + renewable upto 4

Experience Level :

minimum 3 years experience

Industry :

Banking / Wealth Management / Financial Services

Application Deadline :

23-12-2025

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

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 ₹30.20 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 :

Apply online via SBI Careers portal

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