Union Bank of India Specialist Officer (SO) Recruitment 2025: A Comprehensive Guide
Union Bank of India has announced a significant recruitment drive for the year 2025, inviting applications for 250 Specialist Officer (SO) positions in the Wealth Manager role. This is a remarkable opportunity for qualified professionals seeking a prestigious and rewarding career in the banking sector. The recruitment offers an attractive salary package, with an approximate CTC of ₹21.00 Lakhs in Mumbai, along with numerous allowances and benefits. The online application process begins on August 5, 2025, and will conclude on August 25, 2025. This article provides a detailed, step-by-step guide to everything you need to know about the Union Bank of India SO Recruitment 2025, from eligibility and salary to the selection process and syllabus.
Key Highlights of UBI SO Recruitment 2025
Union Bank of India, a leading Public Sector Bank with a vast network across the country and overseas, is seeking dynamic and experienced individuals to join its specialized segment as Wealth Managers. This recruitment aims to onboard talented professionals who can cater to the banking and investment needs of High Net-worth Individual (HNI) clients. The selection process is designed to identify candidates with the right blend of knowledge and experience in wealth management.
| Particulars | Details |
|---|---|
| Post Name | Wealth Manager (Specialist Officer) |
| Total Vacancies | 250 |
| Salary / Pay Scale | MMGS-II (₹64820 – ₹93960) |
| Job Location | Pan India |
| Application Start Date | August 5, 2025 |
| Application Last Date | August 25, 2025 |
| Application Mode | Online |
Union Bank of India SO Vacancy 2025 Breakdown
The recruitment drive has a total of 250 vacancies for the post of Wealth Manager. The category-wise distribution of these vacancies is as follows:
| Category | Number of Vacancies |
|---|---|
| Unreserved (UR) | 103 |
| Scheduled Caste (SC) | 37 |
| Scheduled Tribe (ST) | 18 |
| Other Backward Classes (OBC) | 67 |
| Economically Weaker Section (EWS) | 25 |
| Total | 250 |
Union Bank SO Recruitment 2025: Eligibility Criteria
Before applying, candidates must ensure they meet the specific eligibility criteria related to educational qualifications, experience, and age limit as of the specified cut-off dates.
Educational Qualification
To be eligible for the Wealth Manager post, candidates must possess the following educational qualification as of August 25, 2025:
- A full-time 2-year degree/course in MBA/MMS/PGDBA/PGDBM/PGPM/PGDM from a University/Institution recognized by the Government of India or approved by Government Regulatory bodies.
- Desirable Certifications: NISM/IRDAI/NCFM/AMFI certifications are preferred.
Post-Qualification Work Experience
Candidates must have a minimum of 3 years of post-qualification experience as of August 25, 2025, in a Wealth Management role as an Officer or in a Managerial capacity. This experience should be from:
- Public Sector Banks
- Private Sector Banks
- Foreign Banks
- Broking Firms
- Securities Firms
- Asset Management Companies
Age Limit
The age limit for applicants as of August 1, 2025, is:
- Minimum Age: 25 years
- Maximum Age: 35 years
Age Relaxation: Relaxations in the upper age limit are provided for reserved categories as per government norms:
- SC/ST: 5 years
- OBC (Non-Creamy Layer): 3 years
- Persons with Benchmark Disability (PwBD): 10 years
- Ex-Servicemen: 5 years
- Persons affected by 1984 riots: 5 years
UBI Wealth Manager Salary and Benefits
The position of Wealth Manager at Union Bank of India falls under the Middle Management Grade Scale-II (MMGS-II). This role comes with a highly competitive salary and an extensive range of benefits, making it a financially attractive career choice. The basic pay scale is ₹64820-2340/1-67160-2680/10-93960.
Beyond the basic pay, the total compensation package is significantly enhanced by various allowances. This includes Dearness Allowance (DA), which is revised quarterly based on the Consumer Price Index, and House Rent Allowance (HRA), which varies depending on the city of posting. Other major allowances include Special Allowance, Conveyance Reimbursement, and reimbursement for mobile expenses. The approximate Cost to Company (CTC) for an MMGS-II officer in a metro city like Mumbai is around ₹21.00 Lakhs per annum, though this can vary based on location. Additional perks include Leave Fare Concession (LFC), medical and hospitalization expense reimbursement, and contributions to the National Pension System (NPS), ensuring long-term financial security.
Union Bank of India SO Selection Process 2025
The selection process for the Wealth Manager post may consist of one or more of the following stages, depending on the number of applications received:
- Online Examination
- Group Discussion (GD)
- Personal Interview (PI)
Tier 1: Computer Based Test (CBT)
If an online examination is conducted, it will follow the pattern below. The test will have a total duration of 150 minutes.
| Section & Duration | No. of Questions | Maximum Marks |
|---|---|---|
| Part I: General Aptitude (75 Minutes) | ||
| Reasoning | 25 | 25 |
| Quantitative Aptitude | 25 | 25 |
| English Language | 25 | 25 |
| Part II: Professional Knowledge (75 Minutes) | ||
| Professional Knowledge relevant to the post | 75 | 150 |
| Total (150 Minutes) | 150 | 225 |
Marking Scheme: There will be a penalty for wrong answers. For each incorrect answer, one-fourth (0.25) of the marks assigned to that question will be deducted.
Tier 2: Group Discussion and/or Personal Interview
Candidates who qualify in the online examination will be called for a Group Discussion and/or Personal Interview.
- Group Discussion (GD): This will be for a maximum of 50 marks. The minimum qualifying marks are 25 for General/EWS and 22.5 for reserved categories.
- Personal Interview (PI): The interview will also be for a maximum of 50 marks, with the same qualifying criteria as the GD.
The final merit list will be prepared based on the combined scores of the online test, GD, and PI.
Detailed Syllabus for UBI SO Exam 2025
Here is a detailed breakdown of the topics for each section of the online examination:
| Subject | Topics |
|---|---|
| Reasoning | Puzzles, Seating Arrangements, Direction Sense, Blood Relation, Syllogism, Order and Ranking, Coding-Decoding, Machine Input-Output, Inequalities, Alpha-Numeric-Symbol Series, Data Sufficiency, Logical Reasoning. |
| Quantitative Aptitude | Data Interpretation (Bar Graph, Line Chart, Tabular, Caselet, Radar/Web, Pie Chart), Inequalities (Quadratic & Quantity based), Number Series, Approximation and Simplification, Data Sufficiency, Arithmetic Problems (HCF and LCM, Profit and Loss, SI & CI, Problem on Ages, Work and Time, Speed Distance and Time, Probability, Mensuration, Permutation and Combination, Average, Ratio and Proportion, Partnership, Problems on Boats and Stream, Problems on Trains, Mixture and Allegation, Pipes and Cisterns). |
| English Language | Reading Comprehension, Cloze Test, Fillers, Spotting Errors, Sentence Improvement, Sentence Connector, Para Jumbles, Para Summary, Idioms and Phrases, Vocabulary based questions. |
| Professional Knowledge | Banking and Financial Awareness, Investment Products (Mutual Funds, Equities, Derivatives), Insurance Products, Portfolio Management, Financial Planning, Taxation, Regulatory Environment (SEBI, RBI, IRDAI guidelines), Asset Allocation, Risk Profiling, Estate Planning. |
How to Apply Online for Union Bank of India SO Recruitment 2025
Follow this step-by-step guide to complete your application successfully.
Documents to have ready before applying:
- Scanned Photograph (4.5cm × 3.5cm)
- Scanned Signature (on white paper with black ink)
- Scanned Left Thumb Impression
- A handwritten declaration
- Valid Personal Email ID and Mobile Number
- Educational and Experience Certificates
- Details for online payment
Application Steps:
- Visit the official Union Bank of India website.
- Navigate to the ‘Recruitments’ or ‘Careers’ section.
- Find the link for “RECRUITMENT OF WEALTH MANAGERS (SPECIALIST OFFICERS)” and click on “CLICK HERE TO APPLY ONLINE.”
- Register by clicking on “Click here for New Registration” and provide your basic information. A provisional registration number and password will be generated.
- Log in and fill out the detailed application form with your personal, educational, and experience details.
- Upload the scanned copies of your photograph, signature, thumb impression, and handwritten declaration as per the specified dimensions and size.
- Verify all the details in the application form using the ‘Preview’ option before final submission.
- Proceed to the ‘Payment’ tab and pay the application fee using Debit Card, Credit Card, or Internet Banking.
- After successful payment, a confirmation e-receipt will be generated. Take a printout of the e-receipt and the final application form for your records.
Important Dates for UBI SO Recruitment 2025
| Event | Date |
|---|---|
| Online Application Start Date | August 5, 2025 |
| Online Application Last Date | August 25, 2025 |
| Last Date for Fee Payment | August 25, 2025 |
| Online Examination Date | To be announced |
| Interview Date | To be announced |
Application Fees
The application fee is non-refundable and must be paid online.
| Category | Fee |
|---|---|
| SC/ST/PwBD | ₹177/- (inclusive of GST) |
| General/EWS/OBC | ₹1180/- (inclusive of GST) |
Essential Links for Union Bank of India Recruitment
| Link | URL |
|---|---|
| Apply Online | Click Here |
| Official Notification | Download PDF |
| Official Website | Visit Here |
| Join Whatsapp Channel | Join Now |
| Join Telegram Channel | Join Now |
This recruitment presents a fantastic chance to build a successful career with one of India’s most reputable public sector banks. Ensure you meet all the eligibility criteria and submit your application well before the deadline. Prepare diligently for the selection process to maximize your chances of success. Good luck!