SBI Wealth Management Recruitment 2026 – Apply Online for 215 Specialist Cadre Officer Posts

🏦 State Bank of India (SBI) has released an official notification for the engagement of Specialist Cadre Officers (SCOs) on Contract Basis for Wealth Management & Premier Banking. Eligible and experienced candidates can apply online for 215 vacancies for posts including Zonal Head, Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth.

The online application process is open from 04 September 2026 to 25 September 2026.

📌 SBI Wealth Management Recruitment 2026 – Overview

📅 SBI Recruitment 2026 Important Dates

📊 SBI Wealth Management Vacancy 2026 Details

The recruitment includes regular and backlog vacancies across seven Specialist Cadre Officer posts.

Note: The vacancies are provisional and may vary according to the actual requirements of the Bank.

👥 SBI Wealth Management Category-Wise Vacancy Details

1️⃣ Zonal Head (Retail) – 1 Post

2️⃣ Regional Head (RH) – 6 Posts

3️⃣ Relationship Manager-Team Lead – 24 Posts

4️⃣ Investment Specialist (IS) – 9 Posts

5️⃣ Investment Officer (IO) – 5 Posts

6️⃣ VP Wealth – 91 Posts

7️⃣ AVP Wealth – 79 Posts

🎂 SBI Wealth Management Recruitment 2026 Age Limit

Age will be calculated as on 31 August 2026.

👉 Age relaxation for eligible reserved categories will be applicable as per Government of India guidelines.

🎓 SBI Wealth Management Eligibility & Qualification

🔹 Zonal Head (Retail)

Mandatory Qualification:

• Graduation from a Government-recognized University or Institution.

Preferred Qualification:

• MBA in Banking, Finance or Marketing with 60% marks.

• CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A.

Experience:

• Minimum 15 years of experience in managing sales in Wealth Management, Retail Banking or AMCs.

• Out of which at least 5 years of experience in leading a large team of Relationship Managers and Team Leads.

🔹 Regional Head

Mandatory Qualification:

• Graduation from a Government-recognized University or Institution.

Preferred:

• MBA in Banking, Finance or Marketing with 60% marks.

• CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A.

Experience:

• Minimum 12 years of relationship management experience.

• At least 5 years of experience in leading a large team of Relationship Managers or Team Leads.

🔹 Relationship Manager-Team Lead

Mandatory Qualification:

• Graduation from a Government-recognized University or Institution.

Preferred:

• MBA in Banking, Finance or Marketing.

• CFP / CFA / NISM certifications.

Experience:

• Minimum 8 years of post-qualification experience in relationship management, preferably in Wealth Management.

• Experience as a Team Lead is preferred.

🔹 Investment Specialist

Mandatory Qualification:

• PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science.

• OR CA / CFA.

Experience:

• Minimum 6 years of post-qualification experience as an Investment Advisor, Counsellor, Officer or Product Team professional in Wealth Management Firms or AMCs.

🔹 Investment Officer

Mandatory Qualification:

• PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science.

• OR CA / CFA.

Experience:

• Minimum 4 years of post-qualification experience in the relevant investment and wealth management field.

🔹 VP Wealth

Mandatory Qualification:

• Graduation from a Government-recognized University or Institution.

Preferred:

• MBA in Banking, Finance or Marketing.

• NISM V-A, XXI-A, CFP or CFA certifications.

Experience:

• Minimum 6 years of experience in Sales and Marketing with Banks, Wealth Management Firms or AMCs.

🔹 AVP Wealth

Mandatory Qualification:

• Graduation from a Government-recognized University or Institution.

Preferred:

• Post-graduation in Finance, Marketing or Banking.

• NISM V-A, XXI-A, CFP or CFA certifications.

Experience:

• Minimum 3 years of experience in Sales and Marketing with Banks, Wealth Management Firms or AMCs.

• SBI Wealth CRE candidates with 4 years of experience are also mentioned in the notification.

💰 SBI Wealth Management Recruitment 2026 Application Fee

💳 The application fee must be paid online through the available payment gateway.

💵 SBI Wealth Management Salary 2026

The selected candidates will receive a negotiable annual CTC depending on experience, current salary and place of posting.

The CTC includes applicable fixed pay, allowances, Performance Linked Pay and other benefits as per the Bank's policy.

📜 Contract Period

The selected Specialist Cadre Officers will initially be engaged for:

• 5 Years Contract

• The contract may be renewable for a further period as per the Bank's discretion and applicable conditions.

📝 SBI Wealth Management Selection Process 2026

The selection process will consist of:

1️⃣ Shortlisting

Candidates will be shortlisted based on qualifications, experience and suitability for the respective post.

2️⃣ Interview

Shortlisted candidates will be called for one or more rounds of:

• Personal Interview

• Telephonic Interview

• Video Interview

The interview will carry 100 marks.

3️⃣ CTC Negotiation

CTC negotiation may be conducted during or after the interview process.

4️⃣ Final Merit List

The final merit list will be prepared based on the marks obtained in the interview.

📍 Circle-Wise Vacancies

For the following posts, candidates will be required to provide preferences for three different SBI Circles:

• Relationship Manager-Team Lead

• Investment Specialist

• Investment Officer

• VP Wealth

• AVP Wealth

The available circles include:

Amaravati, Bengaluru, Bhopal, Bhubaneswar, Chandigarh, Chennai, Gandhinagar, Guwahati, Hyderabad, Jaipur, Kolkata, Lucknow, Maharashtra, Mumbai Metro, New Delhi, Patna and Thiruvananthapuram.

Candidates should carefully select their three preferred circles while submitting the online application.

🖥️ How to Apply for SBI Wealth Management Recruitment 2026

Follow these steps to apply online:

1. Visit the SBI Careers website.

2. Open the Current Openings section.

3. Find Advertisement No. CRPD/SCO/2026-27/23.

4. Click on the Apply Online link.

5. Complete the online registration.

6. Fill in the application form carefully.

7. Upload the required photograph, signature and documents.

8. Pay the applicable application fee.

9. Submit the application form.

10. Download and save a copy of the final application for future reference.

📂 Documents Required for Online Application

Candidates may be required to upload:

✔ Recent Photograph
✔ Signature
✔ Brief Resume
✔ ID Proof
✔ PAN Card
✔ Educational Certificates
✔ Experience Certificates
✔ Latest Salary Slip / Form-16 / Offer Letter, as applicable
✔ PwBD Certificate, if applicable
✔ NOC, if applicable
✔ Bio-data and CTC Format