SBI Wealth Management Recruitment 2026 – Apply Online for 207 Specialist Cadre Officer Posts

SBI Wealth Management Recruitment 2026: State Bank of India (SBI) has released a recruitment notification for the engagement of Specialist Cadre Officers on a contract basis under Advertisement No. CRPD/SCO/2026-27/23. A total of 207 vacancies are available for Zonal Head, Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth posts.

Eligible Indian citizens can submit their applications online through the SBI Careers portal. The online registration process started on 4 September 2026, and the last date to apply and pay the application fee is 25 September 2026.

Details for SBI Wealth Management Recruitment 2026:

Vacancy Details:

SBI has announced 207 vacancies across seven different Wealth Management positions.

Educational Qualification & Experience:

Zonal Head (Retail):

Educational Qualification:
Candidates must be graduates from a Government-recognised university or institution.

Preferred qualifications include:

• MBA in Banking/Finance/Marketing with 60%
• CFP
• CFA
• NISM V-A
• NISM Investment Advisor
• NISM 21-A

Experience: Minimum 15 years’ experience in sales management in Wealth Management/Retail Banking/AMCs, including at least 5 years leading a large team of Relationship Managers and Team Leads.

Regional Head:

Qualification: Graduation from a Government-recognised university or institution.

Preferred qualifications include an MBA in Banking/Finance/Marketing with 60%, CFP, CFA and relevant NISM certifications.

Experience: Minimum 12+ years of post-qualification experience in relationship management, preferably wealth management, along with 5+ years’ experience leading a large team of Relationship Managers or Team Leads.

Relationship Manager-Team Lead:

Qualification: Graduation from a Government-recognised university or institution.

Experience: Minimum 8 years of post-qualification experience in relationship management, preferably wealth management, with Public/Private/Foreign Banks, broking/security firms or AMCs.

Experience as a Team Lead is preferred.

Investment Specialist:

Candidates must possess a professional PG Degree/PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognised institution, or hold CA/CFA qualification.

Experience: Minimum 6 years of post-qualification experience as an investment advisor, counsellor, officer or member of a product team in Wealth Management Firms/AMCs.

Investment Officer:

Candidates must possess a professional PG Degree/PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science, or CA/CFA.

Experience: Minimum 4 years’ post-qualification experience as an investment advisor/counsellor/officer or member of a product team in Wealth Management Firms/AMCs.

VP Wealth:

Qualification: Graduation from a Government-recognised university or institution.

Experience: Minimum 6 years in sales and marketing with leading Public/Private/Foreign Banks, Wealth Management Firms or AMCs.

Preferred experience includes at least six years as a Relationship Manager or in a similar wealth-management role.

AVP Wealth:

Qualification: Graduation from a Government-recognised university or institution.

Preference will be given to candidates with postgraduate qualifications in Finance, Marketing or Banking and certifications such as NISM V-A, XXI-A, CFP or CFA.

Experience: Minimum 3 years in sales and marketing with eligible banking/wealth-management organisations. SBI Wealth CREs with four years of experience are also covered under the notified experience criteria.

Important: Teaching and training experience will not be counted for determining eligibility. SBI also states that experience of less than six months in any organisation will not be considered.

Age Limit:

The age limit is calculated as on 31 August 2026. Post-wise minimum and maximum age limits are as follows:

Age Relaxation

The notification states that the above maximum age is for Unreserved (UR) category candidates. Relaxation in the upper age limit for reserved-category candidates will be provided as per Government of India guidelines, wherever applicable.

Age Cut-off Date: 31/08/2026

Candidates should make sure they meet the prescribed age requirement for the specific post they are applying for as on the cut-off date.

Salary:

The selected candidates will receive attractive annual CTC packages depending on their post, experience, current salary and place of posting.

Application Fee:

The fee must be paid online using Debit Card, Credit Card, Internet Banking or other supported payment options. Once paid, the application fee will not be refunded or adjusted against any future recruitment.

Selection Process:

The SBI Specialist Cadre Officer selection process will consist of:

1. Shortlisting
2. Personal/Telephonic/Video Interview
3. CTC Negotiation

The interview will carry 100 marks, and the qualifying marks will be decided by SBI.

The final merit list will be prepared in descending order based only on interview marks. If multiple candidates score the same cut-off marks, they will be ranked according to age in descending order.

There is no written examination mentioned in the notification for this recruitment.

How to Apply:

Candidates can apply online through the official SBI Careers website.

• Visit the SBI Careers portal.
• Open the Current Openings section.
• Locate Advertisement No. CRPD/SCO/2026-27/23.
• Read the detailed recruitment notification carefully.
• Click on the online application link.
• Complete registration using the required details.
• Upload the prescribed photograph, signature and supporting documents.
• Verify all information entered in the application.
• Pay the application fee, if applicable.
• Submit the application form.
• Take a printout of the system-generated application form and e-receipt for future reference.

SBI specifically advises candidates to carefully complete the application before final submission. Saved applications can be edited subject to the conditions given in the notification, but after final submission/payment, candidates should ensure their particulars are correct.

Documents Required

Candidates may be required to upload the following documents:

• Recent photograph
• Signature
• Brief Resume
• ID Proof
• PAN Card
• PwBD Certificate, if applicable
• Educational certificates/mark sheets
• Degree certificate
• Experience certificates
• Form-16/Offer Letter/Latest Salary Slip
• No Objection Certificate, if applicable
• Bio-data and CTC format

Documents other than photograph and signature are required in PDF format, and the notification prescribes a maximum file size of 500 KB for documents.

Important Dates:

Important Links:

SBI Wealth Management Recruitment 2026 – FAQs: