Eligibility - Wealth Management
On the basis of Loans
SBI Home Loan of INR 2.00 Crore & above
SBI Auto Loans of INR 30 Lacs & above
SBI Education Loan of INR 30 Lacs & above
On the basis of SBI Salary Account
Net monthly salary credit of INR 2 lakhs & above credited to SBI account (under Salary Package tie-up)
On the basis of TRV
Existing to Bank (ETB) Client
Minimum TRV* of INR 50.00 Lacs
New to Bank (NTB) Client
Initial Deposit/Investment of INR 15.00 lakhs (to be increased to minimum INR 50 Lacs within one year from the date of onboarding).
*Definition of TOTAL RELATIONSHIP VALUE
Total Relationship Value (TRV) shall include:
- CASA
- TD/ STD
- Mutual Funds acquired through SBI acting as distributor.
- PMS/AIF acquired through SBI acting as distributor.
- Bonds purchased via SBI,
- Demat balance held with SBI Securities Ltd.
- SBI Life Total Premium Paid (for policies sourced through SBI Wealth/Premier)
