State Bank of India (SBI) has invited online applications for Specialist Cadre Officers on contract basis for Wealth Management and Premier Banking. SBI Wealth Management Recruitment 2026 includes posts such as Zonal Head, Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth.
The online application process starts on 04 September 2026 and the last date to apply is 25 September 2026. Eligible candidates with relevant banking, wealth management, investment and sales experience can apply online through the official SBI recruitment portal.
SBI Wealth Management Recruitment 2026 Overview
| Organization | State Bank of India |
| Recruitment | SBI Wealth Management Recruitment 2026 |
| Advertisement No. | CRPD/SCO/2026-27/23 |
| Recruitment Type | Specialist Cadre Officers on Contract Basis |
| Regular Vacancies | 207 |
| Backlog Vacancies | 100 |
| Age Limit | 23 to 50 years depending on the post |
| Contract Period | 5 years |
| Maximum Annual CTC | Up to ₹97 lakh |
| Selection | Shortlisting, Interview and CTC Negotiation |
| Application Mode | Online |
| Application Start Date | 04 September 2026 |
| Last Date to Apply | 25 September 2026 |
SBI Wealth Management Vacancy 2026
| Post | Regular Vacancies | Backlog Vacancies | Age Limit |
|---|---|---|---|
| Zonal Head (Retail) | 1 | 1 | 35–50 years |
| Regional Head (RH) | 5 | 1 | 35–50 years |
| Relationship Manager-Team Lead | 24 | 2 | 28–42 years |
| Investment Specialist (IS) | 9 | 3 | 28–42 years |
| Investment Officer (IO) | 4 | 2 | 28–40 years |
| VP Wealth | 91 | 80 | 26–42 years |
| AVP Wealth | 73 | 11 | 23–35 years |
The notification contains 207 regular vacancies and 100 backlog vacancies. The backlog vacancies are shown separately in the official vacancy table.
Circle Wise SBI Wealth Management Vacancies
| Circle | Relationship Manager-Team Lead | Investment Specialist | Investment Officer | VP Wealth | AVP Wealth |
|---|---|---|---|---|---|
| Amaravati | 2 | 0 | 0 | 0 | 0 |
| Bengaluru | 2 | 0 | 1 | 28 | 20 |
| Bhopal | 1 | 1 | 0 | 3 | 4 |
| Bhubaneswar | 1 | 0 | 1 | 0 | 0 |
| Chandigarh | 1 | 0 | 0 | 0 | 0 |
| Chennai | 0 | 0 | 0 | 6 | 2 |
| Gandhinagar | 1 | 0 | 1 | 2 | 0 |
| Guwahati | 2 | 0 | 0 | 0 | 0 |
| Hyderabad | 1 | 1 | 1 | 9 | 0 |
| Jaipur | 0 | 1 | 0 | 7 | 8 |
| Kolkata | 1 | 1 | 0 | 11 | 6 |
| Lucknow | 2 | 0 | 0 | 0 | 4 |
| Maharashtra | 1 | 1 | 0 | 0 | 0 |
| Mumbai Metro | 0 | 1 | 0 | 0 | 0 |
| New Delhi | 4 | 2 | 0 | 18 | 16 |
| Patna | 2 | 0 | 0 | 0 | 0 |
| Thiruvananthapuram | 3 | 1 | 0 | 7 | 13 |
| Total | 24 | 9 | 4 | 91 | 73 |
SBI Wealth Management Qualification
The educational qualification and experience requirements vary according to the post. Candidates must possess the required qualification and relevant post-qualification experience as on 31 August 2026.
Zonal Head Qualification and Experience
Applicants must be graduates from a government-recognised university or institution. An MBA in Banking, Finance or Marketing with 60% marks is preferred. Certifications such as CFP, CFA, NISM V-A, NISM Investment Advisor or NISM 21-A are also preferred.
A minimum of 15 years of experience in sales management in Wealth Management, Retail Banking or Asset Management Companies is required. At least 5 years of experience leading a large team of Relationship Managers and Team Leads, preferably in Wealth Management firms or AMCs, is also required.
Regional Head Qualification and Experience
Graduation from a government-recognised university or institution is mandatory. MBA in Banking, Finance or Marketing with 60% marks and certifications such as CFP, CFA, NISM V-A, NISM Investment Advisor or NISM 21-A are preferred.
Candidates must have at least 12 years of post-qualification experience in relationship management, preferably in wealth management with leading public, private or foreign banks, wealth management firms or AMCs. At least 5 years of experience leading a large team of Relationship Managers or Team Leads is preferred.
Relationship Manager-Team Lead Qualification
Graduation from a government-recognised university or institution is mandatory. MBA in Banking, Finance or Marketing with 60% marks and certifications such as CFP, CFA, NISM V-A, NISM Investment Advisor or NISM 21-A are preferred.
A minimum of 8 years of post-qualification experience in relationship management, preferably in wealth management with leading public, private or foreign banks, broking or securities firms or AMCs is required. Team Lead experience is preferred.
Investment Specialist Qualification and Experience
Candidates must have a professional qualification in PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognised college or university, or hold CA or CFA qualification.
CA, CFP, CFA, NISM Investment Advisor, Research Analyst Certificate or NISM 21-A certification is preferred. Candidates must have at least 6 years of post-qualification experience as an investment advisor, counsellor, officer or part of a product team in Wealth Management firms or AMCs.
Investment Officer Qualification and Experience
The educational qualification is similar to the Investment Specialist post. Candidates must have a PG Degree or PG Diploma in the relevant finance, commerce, economics, banking, insurance or related field, or CA/CFA qualification.
A minimum of 4 years of post-qualification experience as an investment advisor, counsellor, officer or part of a product team in Wealth Management firms or AMCs is required.
VP Wealth Qualification and Experience
Graduation from a government-recognised university or institution is mandatory. MBA in Banking, Finance or Marketing with 60% marks and certifications such as NISM V-A, XXI-A, CFP or CFA are preferred.
Candidates must have at least 6 years of experience in sales and marketing with leading public, private or foreign banks, Wealth Management firms or AMCs. Minimum 6 years of post-qualification experience as a Relationship Manager or similar role, preferably in Wealth Management, is preferred.
AVP Wealth Qualification and Experience
Graduation from a government-recognised university or institution is mandatory. Preference will be given to candidates with post-graduation in Finance, Marketing or Banking. NISM V-A, XXI-A, CFP or CFA certifications are preferred.
Candidates must have 3 years of experience in sales and marketing with leading public, private or foreign banks, Wealth Management firms or AMCs. Candidates with at least 3 years of post-qualification experience as a Relationship Manager or similar Wealth Management role are preferred.
SBI Wealth Management Age Limit
The age limit is different for each post and is calculated as on 31 August 2026.
- Zonal Head: 35 to 50 years
- Regional Head: 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
Relaxation in the upper age limit for reserved categories will be available according to Government of India guidelines, wherever applicable.
SBI Wealth Management Salary 2026
| Post | Maximum Annual CTC |
|---|---|
| Zonal Head | ₹97.00 lakh |
| Regional Head | ₹66.40 lakh |
| Relationship Manager-Team Lead | ₹51.80 lakh |
| Investment Specialist | ₹44.50 lakh |
| Investment Officer | ₹27.10 lakh |
| VP Wealth | ₹44.70 lakh |
| AVP Wealth | ₹30.20 lakh |
The annual CTC is negotiable and depends on the candidate’s experience, current remuneration and place of posting. The CTC includes fixed pay, allowances, performance-linked pay and other applicable benefits.
SBI Wealth Management Contract Period
The selected Specialist Cadre Officers will be engaged on contract for a period of 5 years. The contract may be renewed for another 4 years at the discretion of SBI, subject to the applicable conditions.
The contract can be terminated by either side by giving two months’ notice or by payment or surrender of two months’ compensation in lieu of notice.
SBI Wealth Management Selection Process
The SBI Wealth Management Recruitment 2026 selection process consists of shortlisting followed by interview and CTC negotiation.
- Shortlisting of applications
- Personal, telephonic or video interview, as decided by the Bank
- CTC negotiation
- Preparation of merit list based on interview marks
The interview carries 100 marks. The qualifying marks will be decided by SBI. Meeting the minimum qualification and experience requirements does not guarantee a call for interview because the Bank will decide the shortlisting parameters.
The final merit list will be prepared in descending order based on interview scores. Where candidates obtain the same marks at the cut-off point, age will be used for ranking, with the older candidate ranked higher.
SBI Wealth Management Application Fee
| Category | Application Fee |
|---|---|
| UR / EWS / OBC | ₹750 |
| SC / ST / PwBD | No Fee |
The application fee and intimation charges are non-refundable. Online payment can be made through the payment gateway using debit card, credit card or internet banking. Applicable transaction charges are to be borne by the candidate.
Documents Required for SBI Wealth Management Application
- Recent photograph
- Signature
- Brief resume in PDF format
- ID proof
- PAN Card
- PwBD certificate, if applicable
- Educational certificates and mark sheets
- Experience certificates
- Form-16, offer letter or latest salary slip from current employer
- No Objection Certificate, wherever applicable
- Bio-data and CTC format
Documents must be uploaded in the prescribed format and should be clear and readable. Most supporting documents must be uploaded as PDF files not exceeding 500 KB. The photograph and signature have separate size and dimension requirements specified in the notification.
How to Apply for SBI Wealth Management Recruitment 2026
Eligible candidates can submit the SBI Wealth Management application online through the official SBI careers website.
- Visit the official SBI careers website.
- Open the current openings section.
- Select the Specialist Cadre Officers recruitment for Wealth Management and Premier Banking, Advertisement No. CRPD/SCO/2026-27/23.
- Read the detailed notification and confirm your eligibility.
- Complete the online registration form with the required details.
- Upload the photograph, signature and required documents.
- Pay the applicable application fee online.
- Review all details carefully before final submission.
- Submit the application and retain the system-generated application form and e-receipt for future reference.
The online registration and fee payment facility is available from 04 September 2026 to 25 September 2026. Corrections are not permitted after final submission, so candidates should carefully verify the application before submitting it.