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SBI EXCLUSIF WEALTH MANAGEMENT

SBI EXCLUSIF WEALTH MANAGEMENT
INTRODUCING THE US
IN EVERY CUSTOMER'S TRUST

State Bank of India – a financial house of excellence!

Recognised nationwide as the country's largest bank and globally accredited as a Fortune 500 Company, we pride ourselves on a legacy of values that not only defines what we are, but who we are.

Growing by leaps & bounds spanning 16,500 branches and earning the loyalty of over 30 Crore customers along the way, bringing you banking beyond business continues to be our motto.

As an elite member of society, you truly belong to a distinct league of your own. Suffice to say, a person of your stature deserves privileged services. So when it comes to your wealth creation, why not bank with us on a valuable proposition where exclusivity and the extraordinary go hand-in-hand – SBI Exclusif!

We bring you a world of opportunity to meet your financial needs and welcome you to a comprehensive gamut of products & services, tailor-made for you and backed by best-in-class expertise.

SBI EXCLUSIF HIGHLIGHTS
TAILORED STATE-OF-THE-ART SOLUTIONS
TO DELIVER A UNIQUE FINANCIAL EXPERIENCE

Offering the best, for the best, by the best!

An array of benefits from SBI Exclusif available exclusively to you:

  • A dedicated Relationship Manager (RM) backed by a team of experts, with your best interest at heart

  • An elaborate spread of rewarding products and services including an all-new enhanced savings account, lifestyle privileges including an exclusive health card, loan approvals on priority, lucrative investment options as well as expert legacy & taxation planning services

  • Best in class financial products across all asset classes crafted to suit your immediate & long-term financial needs

  • A first ever ‘e-Wealth Centre’ that enables transactions and provides holistic view of your investment at your fingertips via Call/ Video Call/ Chat through a single point-of-contact, besides an enhanced internet and mobile banking platform

SINGLE POINT-OF-CONTACT
ACCESS A SINGLE POINT-OF-CONTACT
THAT CHANNELS MULTIPLE EXPERTISE

A hassle-free medium of support
backed by a team going the extra mile!

When it comes to offering you a helping hand, SBI Exclusif sets the platform for ready assistance at every step through:

  • A committed RM who functions as a single point of contact bringing you the best of the Bank and personally catering to your every financial need

  • A dedicated group of experts comprising of seasoned Investment Counsellors having in-depth knowledge of diverse products

  • A connect to best-in-class firms specializing in legacy & taxation planning services

  • Executives who are available for pickup & delivery of documents right at your doorstep, thus giving you a chance to avoid long queues & minimize traffic travails

This team is available to you across both our service channels – the fully digital ‘e-Wealth Centre’ or the more traditional ‘Exclusif-enabled branch’ situated near your home branch.

And whether you opt for our Exclusif e-Wealth Centre or Exclusif-enabled branch, rest assured that you will be our utmost priority at all times.

PRODUCTS
ENJOY THE PERKS OF A STATURE
THAT SETS YOU A CLASS APART!

A wide range of Exclusif privileges
to complement your lifestyle

As a member of our Exclusif class of customers, besides making safe bank deposits, enjoying enhanced limits and benefitting from reduced charges through a special “Wealth Savings account", you are also entitled to:

A. A Spectrum of Investment Products:
  • Reputed mutual fund schemes that ensure your investments are in experienced hands

  • Insightful direct equity counsel and trades through our partnered experts

  • A wide scope of cutting-edge structured products elegantly designed to maximize your wealth creation opportunities

  • Real estate & gold investment opportunities, when you wish to diversify your portfolio

B. Access to SBI Group Offerings:
  • Security solutions in the form of life & general insurance that not only safeguard your future, but also help you plan for unforeseen circumstances

  • Access to online will-drafting and expert assistance in legacy & estate planning for hassle-free transfer of wealth that ensures you spend your golden years with complete peace of mind

C. Lifestyle Privileges:
  • Complimentary Visa Signature Debit Card that offers discounts on entertainment, dining, wellness, travel, hotels & shopping apart from airport lounge access and an accelerated loyalty rewards program

  • * SBI Signature Elite Credit Card; that brings you a Priority Pass membership, up to 75% off at more than 55,000 Hotels & Villas across the world, concierge services and much more!

  • A ‘Healthy Billions’ membership-based health card that allows access to emergency medical services, consultations, diagnostics and other wellness-oriented services



*You may also use your accumulated reward points to pay off any outstanding on the card, including the annual fee
OFFERS
1). National Offers


2). Bengaluru


3). Delhi

EXPERTISE IN FINANCIAL SERVICES
KNOWLEDGE IS THE KEY TO
UNLOCKING VALUABLE OPPORTUNITIES

Apply it to your advantage as our team of specialists
decode various investment opportunities for you!

From seeking the wisdom of market experts through industry tie-ups to capitalizing on a robust service infrastructure, it is our agenda to bring you best-in-class financial products by providing the following:

  • A dedicated RM who, well-informed by in-house experts & our central investment research team, will periodically help you analyse your savings and investment needs.

  • A source of support that will assist with tasks related to building your portfolio and status checks at regular intervals

  • A range of investment options across all asset classes with an aim to meet your financial goals based on current market trends & opportunities

  • A strategic 360 degree investment report that not only monitors current scenarios, but also shares our house view/market outlook

  • Support beyond banking and investment transactions, with taxation and legacy planning services through experts from best-in-class firms



* Comprehensive financial advisory will be rolled out in due course of time
DIGITAL BANKING
USER-FRIENDLY. CUTTING-EDGE. HASSLE-FREE.

An all-in-one window of opportunity
to manage your finances on-the-go!

Short on time with a lengthy bank queue ahead? Searching for troubleshoot support on an online transaction? Thinking of a way to bank within your comfort zone? Need to access important information at a moment's notice? Wishing the future was now?

It's time you seize the advantage of gaining a winning edge in today's fast-paced world as SBI Exclusif pioneers a digital platform that brings you:

  • A first-of-its-kind ‘e-Wealth Centre’ equipped to facilitate all your financial needs including balance enquiries, fund transfers, service requests, investment opportunities, transactions in mutual fund schemes, equities & debt instruments – over a quick call, instant chat or video conversation with your RM

  • A new-age avenue of managing your finances on-the-go through future-ready Internet & mobile applications that enable trade transactions, trending updates, market information, holistic review of investments, portfolio tracking, etc. – all at your fingertips

NOTES AND DISCLAIMERS
Notes:
  • Products and services will be offered subject to prevailing rules and regulations in force.

  • Some of the services may be subject to additional charges. These will be disclosed to the customer before levying such charges

  • SBI has selected certain third party service providers after thorough due diligence. SBI may refer customers to these third party providers, purely on a referral basis, and SBI will not be responsible for any deficiency in the services provided by these third party service providers.

  • All products/services may not be available at all centres

IMPORTANT INFORMATION
So Let Us Embark On This
Exclusif Journey Together!

SBI Exclusifis available in Bengaluru, New Delhi, Kochi, Chennai, Mumbai, Pune, Hyderabad, Bhopal and Ahmedabad. Roll-out at other cities is underway. Please watch this space for further details. Interested eligible individuals may register on the form placed at the top of this page or send an email to exclusif@sbi.co.in, indicating their location, preferred mode of contact and contact details, and whether an existing customer of SBI or not. We shall contact you prior to roll-out at your location.

For further details or any queries, kindly email us at exclusif@sbi.co.in

FREQUENTLY ASKED QUESTIONS
Q1. What is SBI Exclusif Wealth Management services?

A1. SBI Exclusif is a new set of services designed to give our wealth customers the following benefits -

  • Unique Relationship Manager Model (RM) backed by a team of experts.
    There are 2 options a customer may avail:

    • First ever fully digital ‘e-Wealth Centre’ that provides a dedicated remote RM who is empowered to perform transactions as also to connect you to an advisory team. You can reach him/her through Call/ Video Call/ Chat.

    • Traditional RM – you can schedule appointments, call and also visit him/her at an SBI Exclusif Hub. He/she is also enabled to provide you transaction services and advisory.

    Note: In either option, services that were available to Customers from the Bank branches will continue to be available as before. There is no change in Customers’ home branch.

  • Extensive range of rewarding products and services including an all-new enhanced savings account and Exclusif Visa Debit Card (no charges) , lifestyle privileges including an exclusive health card, loan approvals on priority, Visa Signature cards with additional privileges, lucrative investment options as well as expert legacy & taxation advisory services

  • Best in class financial products across all asset classes crafted to suit your immediate & long-term financial needs.

  • Enhanced digital platform on internet and mobile, which gives you access to all your information in one place and lets you carry out all your banking and investment transactions on the go.
    For more information, please visit our web-site www.sbi.co.in.
    *Comprehensive Financial Advisory Services will be rolled out in due course of time

 
Q2. Who can sign up?

A2. These services are only available to the customers who have been signed up for these services.Presently, the services are available only at Bengaluru, New Delhi, Kochi, Chennai, Mumbai, Pune, Hyderabad, Bhopal and Ahmedabad, . Services will be extended to other select cities gradually.

Exclusif services for our NRI customers will be launched shortly. Services for non-individual entities like trusts, corporates and partnerships, etc. may be rolled out in future.

Currently, the services are available to customers with their home branch in Bengaluru, New Delhi, Kochi, Chennai, Mumbai, Pune, Hyderabad, Bhopal and Ahmedabad. We plan to rollout to various other locations within the country in a phased manner.

Q3.How do I sign up?

A3. To register your interest in signing up for SBI Exclusif Wealth Management services, please register on the form at the top of this page or write to us at exclusif@sbi.co.in

 

Even if you are not having account with us in Bengaluru, New Delhi, Kochi, Chennai, Mumbai, Pune, Hyderabad, Bhopal and Ahmedabad or elsewhere, but are interested in knowing more about / signing up for our Exclusif Services, please get in touch with us.

 

Q4. What are the charges or fees associated with signing up for SBI Exclusif?

A4. SBI Exclusif comes to you at no additional cost. In fact, it offers a host of discounts and waiver on existing charges by the Bank. However, some of the services (especially those offered by third party service providers) may be subject to additional charges. These will be disclosed to the customer before offering such services.

Q5. Feedback mechanism –

A5. In case you would like to provide any feedback or have any grievance regarding our SBI Exclusif wealth management services, please share your comments/feedback / grievance with us. In case you are not satisfied, you may escalate the matter to

  • Mr. Shantharam Pai, Deputy General Manager ( Operations and Admin) (Bengaluru) | shantharam.pai@sbi.co.in
  • Mr. Shridhar S, General Manager ( Wealth Management) (Mumbai) | gm.newbusinesses@sbi.co.in
Q6. Where are these services available?

A6. Presently these services have been launched in Bengaluru, New Delhi, Kochi, Chennai, Mumbai, Pune, Hyderabad, Bhopal and Ahmedabad. These will be rolled out to select cities shortly.