SBI Wealth Management Recruitment 2026 Notice Out for 207 Specialist Officer Vacancies, Apply Online by October 5

• SBI is recruiting 207 Specialist Cadre Officers for its Wealth Management vertical under Advertisement No. CRPD/SCO/2026-27/23.
• Vacancies range from AVP Wealth and VP Wealth to Relationship Manager-Team Lead, Investment Specialist, Regional Head and Zonal Head.
• Online applications close on October 5, 2026; selection will be through shortlisting, interview and CTC negotiation without a written examination.

State Bank of India (SBI) has opened recruitment for 207 Specialist Cadre Officer positions in its Wealth Management vertical. The contract-based recruitment covers seven positions ranging from AVP Wealth and VP Wealth to senior leadership roles including Regional Head and Zonal Head (Retail).

Online registration for SBI Wealth Management Recruitment 2026 began on September 4 and will close on October 5, 2026. Candidates must meet post-specific experience requirements ranging from three years for AVP Wealth to 15 years for Zonal Head. Graduation is the minimum academic requirement for most positions, while Investment Specialist and Investment Officer require specified postgraduate finance/business qualifications or CA/CFA credentials.

The appointments will initially be made on five-year contracts, renewable for another four years at SBI’s discretion. The notified upper CTC ranges from ₹27.10 lakh to ₹97 lakh per annum depending on the position, with Performance Linked Pay and increments available according to Bank policy.

SBI Wealth Management Recruitment 2026 Notification

SBI Advertisement No. CRPD/SCO/2026-27/23 covers 207 contractual Specialist Cadre Officer vacancies across its Wealth Management operations.

Post-Wise SBI Wealth Management Vacancies

The stated amounts represent the upper CTC for the respective contractual positions rather than a regular government pay scale. Eligible officers may also receive Performance Linked Pay and annual increments according to SBI policy.

Contract Period and Remuneration

All seven positions will initially carry a contract period of five years. SBI may renew the engagement for another four years at its discretion and according to the applicable terms.

Individual compensation will be determined within the prescribed CTC framework. CTC negotiation forms part of the recruitment process and may take place during or after the interview.

Post-Wise Qualification and Experience

Zonal Head (Retail)

Candidates must be graduates. MBA, CFP, CFA or relevant NISM certification is preferred.

Applicants require at least 15 years of relevant experience, including five years of experience leading large Relationship Manager or Team Lead teams.

The position is associated with the East Zone, with Kolkata as the listed posting.

Age: 35–50 years.

Regional Head

Graduation is required, while MBA, CFP, CFA or relevant NISM certification is preferred.

Candidates require at least 12 years of relevant experience, including five or more years leading Relationship Manager/Team Lead teams.

Listed posting locations include Bengaluru, Bhopal, Hyderabad, Guwahati and Patna.

Age: 35–50 years.

Relationship Manager-Team Lead

Candidates must be graduates. MBA, CFP, CFA and relevant NISM certification are preferred qualifications.

At least eight years of relevant relationship-management experience is required, with Team Lead experience preferred.

Posting will be at centres within the Circle applied or opted for by the candidate.

Age: 28–42 years.

Investment Specialist

Candidates require the prescribed postgraduate degree/diploma in a relevant finance or business field, or CA/CFA qualification.

At least six years of relevant experience as an Investment Advisor, Investment Counsellor, Investment Officer or in an applicable product team is required.

Age: 28–42 years.

Investment Officer

Candidates require the prescribed postgraduate qualification in a relevant finance/business discipline or CA/CFA.

A minimum of four years of relevant experience as an Investment Advisor, Counsellor, Officer or member of a relevant product team is required.

Age: 28–40 years.

VP Wealth

Graduation is mandatory. MBA, NISM, CFP or CFA qualifications/certifications are preferred.

Candidates require six years of experience in sales and marketing. Relationship Management or Wealth Management experience is preferred.

Age: 26–42 years.

AVP Wealth

Candidates must be graduates. A postgraduate qualification in Finance, Marketing or Banking is preferred, along with NISM, CFP or CFA credentials where applicable.

Applicants require at least three years of experience in sales and marketing, with Relationship Management or Wealth Management experience preferred.

Age: 23–35 years.

SBI Wealth Management Selection Process

SBI will not conduct a written examination for this recruitment. Meeting the minimum qualification and experience requirements does not automatically entitle an applicant to an interview.

The selection process consists of:

1. Shortlisting: SBI will shortlist applicants using parameters determined by the Bank, including qualification and professional experience.
2. Interview: Shortlisted candidates will attend a personal, telephonic or video interview carrying 100 marks. SBI will determine the qualifying marks.
3. CTC Negotiation: Individual compensation will be negotiated during or after the interview process.
4. Final Merit: The final merit list will be prepared using interview marks.

Where two or more candidates obtain the same interview score, the older candidate will be ranked higher in merit.

Application Fee

The ₹750 amount is a non-refundable application/intimation charge. Eligible candidates must complete online payment using the available Internet Banking, debit card, credit card or other prescribed payment facility by October 5, 2026.

Important Dates

The earlier September 25 deadline mentioned in some recruitment information is superseded by the stated October 5, 2026 closing date for online registration and fee payment.

Documents Required

Candidates should prepare scanned copies of the documents required for their selected position, including:

• Recent photograph and signature
• Brief resume
• Valid identity proof
• PAN details/document
• Educational qualification certificates and marksheets
• Relevant professional certification documents
• Experience certificates
• Form 16, offer letter or latest salary slip, as applicable
• PwBD certificate, where applicable
• NOC, where applicable
• Prescribed bio-data
• CTC details/format and supporting documents

Applicants should ensure that their experience documents establish the required duration and nature of professional experience for the position applied for.

Original documents should be retained for verification during the interview or subsequent recruitment stages.

How to Apply for SBI Wealth Management Recruitment 2026

1. Visit the official SBI Careers recruitment portal.
2. Locate Advertisement No. CRPD/SCO/2026-27/23 for Specialist Cadre Officers in Wealth Management.
3. Select the appropriate post and check its age, qualification, experience and posting/Circle conditions.
4. Complete the online registration and note the provisional registration number and password.
5. Enter personal, academic and professional experience details accurately.
6. Upload the prescribed photograph, signature, resume, identity documents, qualification certificates and experience records.
7. Upload salary/CTC and other post-specific documents where required.
8. Review the application and make any permitted changes before final submission.
9. Pay the ₹750 application fee online if applicable to your category.
10. Complete the application and fee payment by October 5, 2026.
11. Print or save the system-generated application and retain the original supporting documents for interview and verification.

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