State Bank of India has released the SBI Wealth Management Recruitment 2026 notification for 207 Specialist Cadre Officer vacancies in its Wealth Management business.
The recruitment covers seven posts: Zonal Head (Retail), Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth.
Candidates must satisfy the prescribed qualification, age and relevant post-qualification experience requirements as on 31 August 2026. Applications can be submitted online through the SBI Careers portal from 4 September to 25 September 2026.
Vacancy Details : SBI Wealth Management Recruitment 2026
Post-Wise Vacancies
| Post | Vacancies | Age Limit |
|---|---|---|
| Zonal Head (Retail) | 1 | 35–50 years |
| Regional Head | 5 | 35–50 years |
| Relationship Manager-Team Lead | 24 | 28–42 years |
| Investment Specialist | 9 | 28–42 years |
| Investment Officer | 4 | 28–40 years |
| VP Wealth | 91 | 26–42 years |
| AVP Wealth | 73 | 23–35 years |
| Total | 207 | — |
Age will be calculated as on 31 August 2026. Upper-age relaxation for eligible reserved-category candidates will be available according to Government of India guidelines.
Category-Wise Vacancies
The following totals include regular and backlog vacancies shown in the official notification.
| Category | Vacancies |
|---|---|
| SC | 39 |
| ST | 30 |
| OBC | 65 |
| EWS | 11 |
| UR | 62 |
| Total | 207 |
PwBD reservation is horizontal and is included within the vacancies of the respective parent categories.
Circle-Wise Vacancies
For Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth, vacancies are distributed across different SBI Circles.
| Circle | RM-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 |
Candidates applying for these five posts must indicate three different Circle preferences in the online application.
Important Dates
| Event | Date |
|---|---|
| Notification Date | 4 September 2026 |
| Online Application Start | 4 September 2026 |
| Last Date to Apply | 25 September 2026 |
| Fee Payment Last Date | 25 September 2026 |
| Correction Date | As per official notification, details are awaited. |
| Interview Call Letter | As per official notification, details are awaited. |
| Interview Date | As per official notification, details are awaited. |
| Result Date | As per official notification, details are awaited. |
Online registration and fee payment are permitted from 4 September to 25 September 2026.
Read Also : SBI Specialist Cadre Officers Recruitment 2026
Eligibility : SBI Wealth Management Vacancy 2026
Age Limit
| Post | Minimum Age | Maximum Age |
|---|---|---|
| Zonal Head | 35 years | 50 years |
| Regional Head | 35 years | 50 years |
| Relationship Manager-Team Lead | 28 years | 42 years |
| Investment Specialist | 28 years | 42 years |
| Investment Officer | 28 years | 40 years |
| VP Wealth | 26 years | 42 years |
| AVP Wealth | 23 years | 35 years |
The maximum ages above apply to Unreserved candidates. Relaxation for eligible reserved categories is available as per Government of India guidelines.
Age Relaxation
The notification states that upper-age relaxation will be available to reserved-category candidates according to Government of India guidelines.
As per official notification, details are awaited.
Educational Qualification
Zonal Head (Retail)
Mandatory: Graduates from Government recognised University or Institution.
Preferred:
- MBA (Banking / Finance / Marketing) with 60% from recognised University or Institution.
- CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A.
Regional Head
Mandatory: Graduates from Government recognised University or Institution.
Preferred:
- MBA (Banking / Finance / Marketing) with 60% from recognised University or Institution.
- CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A.
Relationship Manager-Team Lead
Mandatory: Graduates from Government recognised University or Institution.
Preferred:
- MBA (Banking / Finance / Marketing) with 60% from recognised University or Institution.
- CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A.
Investment Specialist
Mandatory: A professional qualification in PG Degree or PG Diploma in Finance / Accountancy / Business Management / Commerce / Economics / Capital Markets / Banking / Insurance / Actuarial Science from recognised College / University, or CA / CFA.
Preferred: CA / CFP / CFA / NISM Investment Advisor / Research Analyst Certificate / Certification by NISM 21-A.
Investment Officer
Mandatory: A professional qualification in PG Degree or PG Diploma in Finance / Accountancy / Business Management / Commerce / Economics / Capital Markets / Banking / Insurance / Actuarial Science from recognised College / University, or CA / CFA.
Preferred: CA / CFP / CFA / NISM Investment Advisor / Research Analyst Certificate / Certification by NISM 21-A.
VP Wealth
Mandatory: Graduation from Government recognised University or Institution.
Preferred:
- MBA (Banking / Finance / Marketing) with 60%
- Certifications such as NISM V-A, XXI-A, CFP / CFA
AVP Wealth
Mandatory: Graduates from Government recognised University or Institution.
Preferred:
- Post-graduation in Finance / Marketing / Banking
- Certifications such as NISM V-A, XXI-A, CFP / CFA
Other Eligibility
Post-Qualification Experience
| Post | Mandatory Experience |
|---|---|
| Zonal Head | Minimum 15 years in sales in Wealth Management / Retail Banking / AMCs, including minimum 5 years leading a large team of Relationship Managers and Team Leads |
| Regional Head | Minimum 12+ years in relationship management, preferably Wealth Management, including 5+ years leading a large team |
| RM-Team Lead | Minimum 8 years in relationship management, preferably Wealth Management |
| Investment Specialist | Minimum 6 years as Investment Advisor / Counsellor / Officer / part of product team in Wealth Management Firms / AMCs |
| Investment Officer | Minimum 4 years as Investment Advisor / Counsellor / Officer / part of product team in Wealth Management Firms / AMCs |
| VP Wealth | 6 years in sales and marketing with leading banks / Wealth Management Firms / AMCs |
| AVP Wealth | 3 years in sales and marketing with leading banks / Wealth Management Firms / AMCs, or SBI Wealth CREs having 4 years of experience |
Teaching and training experience will not be counted for eligibility. Experience of less than six months in any organisation will also not be considered for eligibility.
Application Fee
| Category | Fee |
|---|---|
| UR | ₹750 |
| EWS | ₹750 |
| OBC | ₹750 |
| SC | No Fee |
| ST | No Fee |
| PwBD | No Fee |
Application fees and intimation charges are non-refundable.
Payment Mode
The application fee can be paid online through:
- Debit Card
- Credit Card
- Internet Banking
Transaction charges, if any, will be borne by the candidate.
Salary / CTC
| Post | Annual CTC Upper Range |
|---|---|
| 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 |
Annual CTC is negotiable and will depend on the candidate’s experience, current emoluments and place of posting.
Eligible candidates may also receive Performance Linked Pay and annual increment based on performance rating according to the Bank’s policy.
Contract Period
The initial contract period is 5 years.
It may be renewed for another 4 years at the discretion of SBI, subject to fulfilment of conditions stipulated by the Bank.
The contract can be terminated by either side by giving two months’ notice or by payment/surrender of two months’ compensation in lieu of notice.
Selection Process
The SBI Wealth Management Recruitment 2026 selection process includes:
- Shortlisting of eligible candidates
- One or more rounds of Personal / Telephonic / Video Interview
- CTC Negotiation
- Preparation of Merit List
- Final Selection
Merely satisfying the minimum eligibility does not provide an automatic right to be called for interview.
The interview will carry 100 marks, and SBI will decide the qualifying marks.
The merit list will be prepared in descending order based only on interview scores.
Exam Pattern
No written examination is prescribed in the official notification.
Selection will take place through shortlisting followed by interview and CTC negotiation.
As per official notification, detailed exam pattern is awaited.
Syllabus
No written examination syllabus has been provided in the official notification.
As per official notification, details are awaited.
SBI Wealth Management Apply Online
- Visit the official SBI Careers – Current Openings page.
- Scroll down to the relevant Specialist Cadre Officer advertisement.
- Open Advertisement No. CRPD/SCO/2026-27/23.
- Read the complete official notification carefully.
- Click the Apply Online option.
- Complete the online registration.
- Fill in personal, educational and experience details carefully.
- Select the post or posts for which you are eligible.
- For applicable Wealth Management posts, select three different Circle preferences.
- Upload the required photograph, signature and supporting documents.
- Check the application carefully before final submission.
- Pay the application fee online, if applicable.
- Submit the form.
- Download and retain the system-generated application form and payment receipt.
Page 16 of the official notification specifically directs candidates to open SBI Careers, select Advertisement No. CRPD/SCO/2026-27/23, read the advertisement and then apply online.
Documents Required
Candidates must upload the following documents, as applicable:
- Recent Photograph
- Signature
- Brief Resume
- ID Proof
- PAN Card
- PwBD Certificate
- Educational Marksheets / Degree Certificate
- Experience Certificates
- Form 16 / Offer Letter / Latest Salary Slip from current employer
- No Objection Certificate, if applicable
- Bio-data and CTC Format
All documents except the photograph and signature should be uploaded in PDF format, on A4 page size, with file size not exceeding 500 KB.
Photograph and Signature Requirements
| Document | Requirement |
|---|---|
| Photograph | 20 KB to 50 KB |
| Photograph Dimensions | 200 × 230 pixels preferred |
| Photograph Format | JPG/JPEG |
| Signature | 10 KB to 20 KB |
| Signature Dimensions | 140 × 60 pixels preferred |
| Signature Ink | Black ink on white paper |
| Signature Format | JPG/JPEG |
Signatures in capital letters will not be accepted.
Important Instructions
- Candidates must verify eligibility before applying.
- Applications must be submitted only through the official SBI Careers portal.
- Candidates can apply for more than one post if they satisfy the eligibility criteria.
- Hard copies of the application and supporting documents need not be sent to SBI.
- Candidates must upload all relevant documents for shortlisting and interview.
- Teaching and training experience will not be counted for eligibility.
- Candidates applying for specified Wealth Management posts must select three different Circle preferences.
- Reserved-category candidates must produce valid certificates in the prescribed format.
- Candidates working in State Bank Group companies must produce an NOC from their employer while applying.
- Candidates should apply well before the last date and keep their registered email ID active for interview-related communication.
Summary
SBI Wealth Management Recruitment 2026 offers 207 contractual Specialist Cadre Officer vacancies across seven senior and specialist Wealth Management positions.
The largest number of vacancies is for VP Wealth with 91 posts, followed by AVP Wealth with 73 posts and Relationship Manager-Team Lead with 24 posts.
Eligible candidates can apply online from 4 September to 25 September 2026. Depending on the post, candidates need graduation or prescribed postgraduate/professional qualifications along with relevant experience.
There is no written examination. Selection consists of shortlisting, interview and CTC negotiation, with final merit based on interview scores.
FAQs : SBI Wealth Management Recruitment 2026
How many vacancies are available in SBI Wealth Management Recruitment 2026?
SBI has announced 207 contractual vacancies across seven Wealth Management Specialist Cadre Officer posts.
What is the last date for SBI Wealth Management Recruitment 2026?
The last date to apply online and pay the applicable fee is 25 September 2026.
What is the age limit for SBI Wealth Management Recruitment 2026?
The age limit varies by post, ranging from a minimum of 23 years for AVP Wealth to a maximum of 50 years for Zonal Head and Regional Head.
What is the application fee for SBI Wealth Management Recruitment 2026?
UR, EWS and OBC candidates must pay ₹750. SC, ST and PwBD candidates are exempt from the application fee.
Is there a written examination for SBI Wealth Management Recruitment 2026?
No written examination is mentioned in the official notification. Selection is based on shortlisting followed by one or more rounds of personal, telephonic or video interview and CTC negotiation.
