State Bank of India (SBI) has announced the recruitment of Specialist Cadre Officers on a contract basis for various Wealth Management posts. A total of 207 regular vacancies are available for posts including Zonal Head, Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth. Eligible candidates can apply online from 4th September 2026 to 25th September 2026.
| SBI Recruitment 2026 Notification | |
| Job Location: All over India | |
| Organization Name | State Bank of India (SBI) |
| Post Name | Zonal Head, Regional Head, Relationship Manager-Team Lead etc. |
| No. of Vacancies | 207 |
| Qualification | Any Degree, Diploma |
| Official Website | https://sbi.bank.in/ |
| Mode | Online |
Post Details
Post Names:
- Zonal Head (Retail) – 1 Post
- Regional Head (RH) – 5 Posts
- Relationship Manager-Team Lead – 24 Posts
- Investment Specialist (IS) – 9 Posts
- Investment Officer (IO) – 4 Posts
- VP Wealth (SRM) – 91 Posts
- AVP Wealth (RM) – 73 Posts
Total Regular Vacancies: 207 Posts
The notification also contains backlog vacancies. Candidates can apply for more than one post if they fulfil the eligibility criteria for the respective posts.
For Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth, candidates are required to provide preferences for three different Circles while submitting the online application. No request for change of Circle preference will be entertained after submission.
Qualification
The educational qualification and experience requirements vary according to the post. The prescribed eligibility is to be fulfilled as on 31st August 2026.
1. Zonal Head (Retail)
- Graduation from a Government-recognised University or Institution.
- MBA in Banking/Finance/Marketing with 60% marks is preferred.
- CFP, CFA, NISM V-A, NISM Investment Advisor or NISM 21-A certifications are preferred.
- Minimum 15 years of experience in managing sales in Wealth Management, Retail Banking or AMCs.
- At least 5 years of experience in leading a large team of Relationship Managers and Team Leads is preferred.
2. Regional Head (RH)
- Graduation from a Government-recognised University or Institution.
- MBA in Banking/Finance/Marketing with 60% marks is preferred.
- CFP, CFA, NISM V-A, NISM Investment Advisor or NISM 21-A certifications are preferred.
- 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 is preferred.
3. Relationship Manager-Team Lead
- Graduation from a Government-recognised University or Institution.
- MBA in Banking/Finance/Marketing with 60% marks is preferred.
- CFP, CFA, NISM V-A, NISM Investment Advisor or NISM 21-A certifications are preferred.
- Minimum 8 years of post-qualification experience in relationship management, preferably in Wealth Management.
- Experience as a Team Lead is preferred.
4. Investment Specialist (IS)
- PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognised College/University, or CA/CFA.
- CA, CFP, CFA, NISM Investment Advisor, Research Analyst Certificate or NISM 21-A certification is preferred.
- Minimum 6 years of post-qualification experience as an investment advisor, counsellor, officer or part of a product team in Wealth Management Firms/AMCs.
- Good knowledge of investments and markets across asset classes is required.
- Experience in managing and advising client portfolios and knowledge of asset allocation and rebalancing techniques are preferred.
5. Investment Officer (IO)
- PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognised College/University, or CA/CFA.
- CA, CFP, CFA, NISM Investment Advisor, Research Analyst Certificate or NISM 21-A certification is preferred.
- Minimum 4 years of post-qualification experience as an investment advisor, counsellor, officer or part of a product team in Wealth Management Firms/AMCs.
- Good knowledge of investments and markets across asset classes is required.
- Experience in managing and advising client portfolios and knowledge of asset allocation and rebalancing techniques are preferred.
6. VP Wealth (SRM)
- Graduation from a Government-recognised University or Institution.
- MBA in Banking/Finance/Marketing with 60% marks is preferred.
- NISM V-A, XXI-A, CFP or CFA certifications are preferred.
- Minimum 6 years of experience in sales and marketing with leading Public/Private/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.
- Strong communication, analytical and interpersonal skills along with financial expertise and a client-centric approach are required.
7. AVP Wealth (RM)
- Graduation from a Government-recognised University or Institution.
- Post-graduation in Finance/Marketing/Banking is preferred.
- NISM V-A, XXI-A, CFP or CFA certifications are preferred.
- Minimum 3 years of experience in sales and marketing with leading Public/Private/Foreign Banks, Wealth Management Firms, AMCs or SBI Wealth CREs as specified in the notification.
- Minimum 3 years of post-qualification experience as a Relationship Manager or similar role, preferably in Wealth Management, is preferred.
- Strong communication, analytical and interpersonal skills along with financial expertise and a client-centric approach are required.
Important: Teaching and training experience will not be counted for eligibility. Experience of less than six months in any organisation will not be considered.
Salary Details
- Zonal Head (Retail): Annual CTC up to Rs. 97.00 Lakhs
- Regional Head (RH): Annual CTC up to Rs. 66.40 Lakhs
- Relationship Manager-Team Lead: Annual CTC up to Rs. 51.80 Lakhs
- Investment Specialist (IS): Annual CTC up to Rs. 44.50 Lakhs
- Investment Officer (IO): Annual CTC up to Rs. 27.10 Lakhs
- VP Wealth (SRM): Annual CTC up to Rs. 44.70 Lakhs
- AVP Wealth (RM): Annual CTC up to Rs. 30.20 Lakhs
The annual CTC is negotiable and depends on the candidate’s experience, current emoluments and place of posting. The remuneration includes fixed pay, performance-linked pay and other applicable benefits.
The contract period is 5 years and may be renewed for another 4 years at the discretion of SBI, subject to fulfilment of the applicable conditions.
Age Limit
The age limit will be calculated as on 31st 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 (IS): 28 to 42 years
- Investment Officer (IO): 28 to 40 years
- VP Wealth: 26 to 42 years
- AVP Wealth: 23 to 35 years
Age relaxation for reserved categories will be applicable as per Government of India guidelines.
Application Fee
- UR/EWS/OBC Candidates: Rs. 750/-
- SC/ST/PwBD Candidates: No Fee
The application fee and intimation charges are non-refundable. Candidates must pay the applicable fee through the online payment gateway integrated with the application.
Selection Process
The selection process will consist of the following stages:
- Shortlisting
- Personal / Telephonic / Video Interview
- CTC Negotiation
- Final Merit List
The interview will carry 100 marks. The qualifying marks in the interview will be decided by SBI. The final merit list will be prepared in descending order based on the marks obtained in the interview.
Merely fulfilling the minimum qualification and experience requirements does not guarantee a candidate an interview. SBI will decide the shortlisting parameters and the number of candidates to be called for interview.
How to Apply
Eligible candidates can apply online through the official SBI Careers website.
- Visit the SBI Careers Current Openings page.
- Find Advertisement No. CRPD/SCO/2026-27/23.
- Read the complete notification carefully.
- Ensure that you fulfil the eligibility requirements for the post.
- Register online and fill in the application form carefully.
- Upload the required photograph, signature and supporting documents.
- Pay the applicable application fee through the online payment gateway.
- Submit the application form before the last date.
- Take a printout of the submitted application form for future reference.
Candidates should have a valid email ID and keep it active until the declaration of the result. Before final submission, candidates should verify all details carefully, as corrections will not be allowed after final submission.
Hard copies of the application and other documents are not required to be sent to SBI.
Important Dates
- Notification Date: 4th September 2026
- Start Date to Apply Online: 4th September 2026
- Last Date to Apply Online: 25th September 2026
Important Links
| Notification Link | Click Here |
| Application Link | Apply Now |
| Official Website | Click Here |