SBI Wealth Management Recruitment 2026 – Important Information

Description : SBI Wealth Management Recruitment 2026, State Bank of India (SBI) has released the notification for engagement of Specialist Cadre Officers on Contract Basis for Wealth Management & Premier Banking. The recruitment is being conducted under Advertisement No. CRPD/SCO/2026-27/23 for posts including Zonal Head (Retail), Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth. The online application process will start from 04 September 2026 and continue up to 25 September 2026. Interested candidates should check the eligibility criteria, age limit, experience, remuneration and read the full notification before applying.

STATE BANK OF INDIA

SBI Wealth Management Recruitment 2026
www.sarkarijobsguru.com

• Advertisement No. : CRPD/SCO/2026-27/23
• Start Date for Online Application : 04 September 2026
• Last Date for Online Application : 25 September 2026
• Last Date for Fee Payment : 25 September 2026
• Interview Date : Will be notified by SBI
• Call Letter / Interview Advice : Will be communicated by Email / SBI Website
• Result Date : Will be Available Here Soon

Candidates are advised to confirm further updates from the official SBI website.

• For UR / EWS / OBC : Rs. 750/-
• For SC / ST / PwBD : Rs. 0/-
• Application / Intimation Charges : Non-Refundable
• Payment Mode : Online

No fee/intimation charges are payable by SC, ST and PwBD candidates.

• Debit Card
• Credit Card
• Internet Banking
• Other payment methods available through the SBI application payment gateway

• Age Calculation Date : 31 August 2026
• Zonal Head (Retail) : 35 to 50 Years
• Regional Head (RH) : 35 to 50 Years
• Relationship Manager-Team Lead : 28 to 42 Years
• Investment Specialist : 28 to 42 Years
• Investment Officer : 28 to 40 Years
• VP Wealth : 26 to 42 Years
• AVP Wealth : 23 to 35 Years

Age relaxation for reserved categories is applicable as per Government of India guidelines.

• Graduation from a Government recognised University or Institution.
• Preferred: MBA in Banking / Finance / Marketing with 60%.
• Preferred certifications include CFP, CFA, NISM V-A, NISM Investment Advisor and NISM 21-A.
• Minimum 15 years of experience in managing sales in Wealth Management / Retail Banking / AMCs.
• Out of this, minimum 5 years should preferably be in leading a large team of Relationship Managers and Team Leads.

Regional Head (RH)

• Graduation from a Government recognised University or Institution.
• Preferred: MBA in Banking / Finance / Marketing with 60%.
• Preferred certifications include CFP, CFA, NISM V-A, NISM Investment Advisor and NISM 21-A.
• Minimum 12+ years of post-qualification experience in relationship management, preferably in Wealth Management.
• Minimum 5+ years of experience in leading a large team of Relationship Managers or Team Leads.

Relationship Manager-Team Lead

• Graduation from a Government recognised University or Institution.
• Preferred: MBA in Banking / Finance / Marketing with 60%.
• Preferred certifications include CFP, CFA, NISM V-A, NISM Investment Advisor and NISM 21-A.
• Minimum 8 years of post-qualification experience in relationship management, preferably in Wealth Management.
• Experience as a Team Lead is preferred.

Investment Specialist (IS)

• Professional qualification in PG Degree / PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognised College / University OR CA / CFA.
• Preferred: CA / CFP / CFA / NISM Investment Advisor / Research Analyst Certificate / NISM 21-A.
• Minimum 6 years of post-qualification experience as an investment advisor / counsellor / officer / product team member in Wealth Management Firms / AMCs.

Investment Officer (IO)

• Professional qualification in PG Degree / PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognised College / University OR CA / CFA.
• Preferred: CA / CFP / CFA / NISM Investment Advisor / Research Analyst Certificate / NISM 21-A.
• Minimum 4 years of post-qualification experience as an investment advisor / counsellor / officer / product team member in Wealth Management Firms / AMCs.

VP Wealth

• Graduation from a Government recognised University or Institution.
• Preferred: MBA in Banking / Finance / Marketing with 60%.
• Preferred certifications include NISM V-A, NISM XXI-A, CFP / CFA.
• Minimum 6 years of experience in sales & marketing with leading Public / Private / Foreign Banks, Wealth Management Firms or AMCs.
• Preferred: minimum 6 years as Relationship Manager or similar role, preferably in Wealth Management.

AVP Wealth

• Graduation from a Government recognised University or Institution.
• Weightage is given to candidates having post-graduation in Finance / Marketing / Banking.
• Preferred certifications include NISM V-A, NISM XXI-A, CFP / CFA.
• Minimum 3 years of experience in sales & marketing with leading Public / Private / Foreign Banks, Wealth Management Firms or AMCs.

Note: Educational qualification and experience requirements are post-specific. Candidates must check the detailed official notification before applying.

• Visit the official SBI Careers Current Openings page.
• Find Engagement of Specialist Cadre Officers on Contract Basis for Wealth Management & Premier Banking.
• Open Advertisement No. CRPD/SCO/2026-27/23.
• Click on the Apply Online link.
• Register using a valid email ID and mobile number.
• Fill in personal details, educational qualifications and post-qualification experience carefully.
• Upload the required documents including photograph, signature, resume, ID proof, educational certificates, experience certificates and other applicable documents.
• Pay the applicable application fee through the online payment gateway.
• Submit the application form before 25 September 2026.
• Take a printout or save a copy of the submitted application form and e-receipt for future reference.

• Shortlisting
• Personal / Telephonic / Video Interview
• CTC Negotiation
• Final Merit List

Important: Mere fulfilment of the minimum eligibility criteria does not guarantee a call for interview. SBI’s shortlisting committee will decide the shortlisting parameters.

The interview carries 100 marks. The final merit list is prepared in descending order based on interview scores.

• Zonal Head (Retail) : Up to Rs. 97.00 Lakhs CTC
• Regional Head (RH) : Up to Rs. 66.40 Lakhs CTC
• Relationship Manager-Team Lead : Up to Rs. 51.80 Lakhs CTC
• Investment Specialist : Up to Rs. 44.50 Lakhs CTC
• Investment Officer : Up to Rs. 27.10 Lakhs CTC
• VP Wealth : Up to Rs. 44.70 Lakhs CTC
• AVP Wealth : Up to Rs. 30.20 Lakhs CTC

Annual CTC is negotiable and depends on experience, current emoluments and place of posting.

SBI Wealth Management Recruitment 2026 is the recruitment process for engagement of Specialist Cadre Officers on Contract Basis for Wealth Management & Premier Banking under Advertisement No. CRPD/SCO/2026-27/23.

Q.2. What is the last date to apply for SBI Wealth Management Recruitment 2026?

The last date to submit the online application and pay the applicable fee is 25 September 2026.

Q.3. How many regular vacancies are available in SBI Wealth Management Recruitment 2026?

The notification provides 207 regular vacancies across Zonal Head, Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth. Backlog vacancies are shown separately in the notification.

Q.4. What is the application fee for SBI Wealth Management Recruitment 2026?

Candidates belonging to UR / EWS / OBC categories have to pay Rs. 750/-. There is no application fee for SC, ST and PwBD candidates.

Q.5. What is the selection process for SBI Wealth Management Recruitment 2026?

The selection process consists of shortlisting followed by one or more rounds of personal / telephonic / video interview and CTC negotiation. The interview carries 100 marks and the merit list is prepared based on interview scores.