SBI Wealth Management Recruitment 2026: 207 Vacancies, Eligibility, Salary & Apply Online

State Bank of India (SBI) has invited online applications from eligible Indian citizens for Specialist Cadre Officer posts on a Contract Basis under its Wealth Management recruitment drive. The recruitment advertisement is CRPD/SCO/2026-27/23.

According to the official notification, online registration and fee payment will be open from 04 September 2026 to 25 September 2026. Candidates interested in senior-level banking, wealth management, investment and relationship-management careers can check the post-wise eligibility, experience requirements, vacancies, CTC and selection process before applying.

SBI Wealth Management Recruitment 2026 – Overview

• Organization State Bank of India (SBI)

• Recruitment Specialist Cadre Officers – Wealth Management

• Advertisement No. CRPD/SCO/2026-27/23

• Job Type Contract Basis

• Total Vacancies 207

• Application Mode Online

• Application Start Date 04 September 2026

• Last Date to Apply 25 September 2026

• Age Cut-off Date 31 August 2026

• Selection Process Shortlisting + Interview + CTC Negotiation

• Official Website SBI Careers https://sbi.bank.in/web/careers

SBI Wealth Management Vacancy 2026

The recruitment includes 207 vacancies across seven Wealth Management positions.

• Post Vacancies Age Limit

• Zonal Head (Retail) 1 35–50 years

• Regional Head (RH) 5 35–50 years

• Relationship Manager – Team Lead 24 28–42 years

• Investment Specialist (IS) 9 28–42 years

• Investment Officer (IO) 4 28–40 years

• VP Wealth 91 26–42 years

• AVP Wealth 73 23–35 years

  Total 207—

The notification states that vacancies are provisional and may vary according to the actual requirements of the Bank. Upper-age relaxation for eligible reserved-category candidates is available according to Government of India guidelines.

SBI Wealth Management Recruitment 2026 – Post Details

1. Zonal Head (Retail)

Vacancy: 1

Educational Qualification

Candidates must be graduates from a Government-recognized university or institution.

Preferred qualifications include:

• MBA in Banking/Finance/Marketing with 60%

• CFP

• CFA

• NISM V-A

• NISM Investment Advisor

• NISM 21-A

Experience

Candidates should have:

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

• At least 5 years of experience leading a large team of Relationship Managers and Team Leads is preferred.

The role involves managing Wealth Management sales at the zonal level, increasing Total Relationship Value (TRV) and Assets Under Management (AUM), acquiring HNI and affluent customers and managing Relationship Manager teams.

2. Regional Head (RH)

Vacancy: 5

Qualification

• Graduation from a Government-recognized university/institution

• Preferred MBA in Banking/Finance/Marketing with 60%

• CFP/CFA/NISM certifications are preferred

Experience

Candidates require 12+ years of post-qualification experience in relationship management, preferably in wealth management with leading public/private/foreign banks, wealth management firms or AMCs.

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

3. Relationship Manager – Team Lead

Vacancy: 24

Qualification

• Graduation from a Government-recognized university/institution

• MBA in Banking/Finance/Marketing with 60% is preferred

• CFP, CFA and relevant NISM certifications are preferred

Experience

A minimum of 8 years of post-qualification experience in relationship management is required, preferably in wealth management with public/private/foreign banks, broking/security firms or AMCs.

Team Lead experience is preferred.

4. Investment Specialist (IS)

Vacancy: 9

Educational Qualification

Candidates must have a professional qualification such as:

• PG Degree/PG Diploma in Finance

• Accountancy

• Business Management

• Commerce

• Economics

• Capital Markets

• Banking

• Insurance

• Actuarial Science

CA or CFA candidates are also eligible under the prescribed criteria.

Preferred qualifications include CA, CFP, CFA and relevant NISM certifications.

Experience

Minimum 6 years of post-qualification experience as an investment advisor, counsellor, officer or part of a product team in Wealth Management Firms or AMCs.

Candidates should have knowledge of investments and markets across asset classes, asset allocation and portfolio management.

5. Investment Officer (IO)

Vacancy: 4

Qualification

A relevant PG Degree/PG Diploma in areas such as Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science is prescribed. CA/CFA candidates can also meet the qualification requirement.

Experience

Candidates require 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.

Knowledge of investments, asset allocation, portfolio management and different investment products is required.

6. VP Wealth

Vacancy: 91

Qualification

• Graduation from a Government-recognized university/institution

• MBA in Banking/Finance/Marketing with 60% preferred

• NISM V-A, XXI-A, CFP/CFA certifications preferred

Experience

Candidates require 6 years of experience in sales and marketing with leading public/private/foreign banks, Wealth Management Firms or AMCs.

Post-qualification experience as a Relationship Manager or similar role in Wealth Management is preferred.

The role focuses on acquiring and developing affluent, UHNI and HNI clients, wealth products, investment products and insurance products, along with increasing TRV and AUM.

7. AVP Wealth

Vacancy: 73

Qualification

• Graduation from a Government-recognized university/institution

• Post-graduation in Finance/Marketing/Banking is preferred

• NISM V-A, XXI-A, CFP/CFA certifications are preferred

Experience

Candidates require 3 years of experience in sales and marketing with leading public/private/foreign banks, Wealth Management Firms or AMCs, as prescribed in the notification.

Experience as a Relationship Manager or similar Wealth Management role is preferred.

The position involves client acquisition, relationship management, investment and insurance products, portfolio reviews and wealth-management activities.

SBI Wealth Management Salary 2026

One of the important features of this recruitment is the annual Cost to Company (CTC) offered for different positions.

PostAnnual CTC Upper RangeZonal Head (Retail)₹97.00 lakhRegional Head (RH)₹66.40 lakhRelationship Manager – Team Lead₹51.80 lakhInvestment Specialist₹44.50 lakhInvestment Officer₹27.10 lakhVP Wealth₹44.70 lakhAVP Wealth₹30.20 lakh

The notification states that annual CTC is negotiable and depends on factors including the candidate's experience, current emoluments and place of posting. The CTC includes fixed pay, variable/performance-linked pay and other applicable perks.

Fixed Pay and Performance-Linked Pay

For example, the prescribed maximum fixed pay is:

• Zonal Head: ₹66 lakh

• Regional Head: ₹45 lakh

• Relationship Manager – Team Lead: ₹35 lakh

• Investment Specialist: ₹30 lakh

• Investment Officer: ₹18 lakh

• VP Wealth: ₹30 lakh

• AVP Wealth: ₹20 lakh

The notification also specifies performance-linked pay of up to 45% of fixed pay, depending on the applicable post and performance structure.

SBI Wealth Management Recruitment 2026 – Contract Period

The contract period is 5 years.

The contract may be renewable for another 4 years at the discretion of the Bank, subject to the conditions specified by SBI.

The contract can also be terminated by either side by giving two months' notice or payment/surrender of two months' compensation in lieu of notice.

SBI Recruitment 2026 – Circle-Wise Vacancies

For the Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth posts, candidates can indicate three different Circle preferences while submitting the application.

The notification lists vacancies across several circles, including:

• Amaravati

• Bengaluru

• Bhopal

• Bhubaneswar

• Chandigarh

• Chennai

• Gandhinagar

• Guwahati

• Hyderabad

• Jaipur

• Kolkata

• Lucknow

• Maharashtra

• Mumbai Metro

• New Delhi

• Patna

• Thiruvananthapuram

Candidates must select three different circles. Repetition of a Circle may result in the Bank exercising its discretion, and requests to change Circle preference later will not be entertained.

SBI Wealth Management Recruitment 2026 – Selection Process

The selection process consists of:

Step 1 – Shortlisting

Candidates who meet the minimum qualification and experience requirements are not automatically entitled to an interview.

A shortlisting committee constituted by SBI will determine the shortlisting parameters and select candidates for the next stage.

Step 2 – Interview

Shortlisted candidates may undergo one or more rounds of:

• Personal Interview

• Telephonic Interview

• Video Interview

The interview carries 100 marks.

Step 3 – CTC Negotiation

CTC negotiation will be conducted with candidates individually during or after the interview process.

Step 4 – Merit List

The merit list will be prepared in descending order based on interview scores.

If candidates receive the same cut-off marks, the candidate older in age will be ranked higher according to the notification.

SBI Recruitment 2026 Application Fee

The application fee/intimation charges are:

CategoryFeeUR/EWS/OBC₹750SC/ST/PwBDNo Fee

The fee is non-refundable. Online payment can be made through the available payment gateway using methods such as Debit Card, Credit Card or Internet Banking.

SBI Wealth Management Recruitment 2026 – Important Dates

EventDateOnline Registration Begins04 September 2026Last Date for Online Registration25 September 2026Last Date for Fee Payment25 September 2026Eligibility Age Cut-off31 August 2026

Candidates are advised not to wait until the last day to submit the application because technical or website-related problems may prevent successful submission.

Documents Required for SBI Online Application

Candidates should keep the required documents ready before starting the application.

The notification lists documents including:

• Recent photograph

• Signature

• Brief Resume

• ID Proof

• PAN Card

• PwBD certificate, where applicable

• Educational certificates/mark sheets

• Experience certificates

• Form-16/Offer Letter/Latest Salary Slip

• NOC, where applicable

• Bio-data and CTC format

Most documents must be uploaded in PDF format, with the specified file-size requirements.

Photograph Requirements

The preferred photograph specification is:

• Recent passport-style colour photograph

• 200 × 230 pixels

• File size 20 KB–50 KB

• Light-coloured, preferably white, background

Signature Requirements

The preferred signature specification is:

• 140 × 60 pixels

• File size 10 KB–20 KB

• Signature in black ink on white paper

• Signature in CAPITAL LETTERS will not be accepted.

• DOWNLOAD ADVERTISEMENT English (986 KB)(NEW)

• BIODATA(NEW)

• CTC NEGOTIATION FORM(NEW)

• APPLY ONLINE (04.09.2026 to 25.09.2026)(NEW)

How to Apply for SBI Wealth Management Recruitment 2026?

Eligible candidates can apply online through the SBI Careers website.

Step-by-Step Process

1. Visit the SBI Careers – Current Openings section.

2. Locate Advertisement No. CRPD/SCO/2026-27/23.

3. Carefully read the detailed recruitment advertisement.

4. Click on Apply Online.

5. Complete the registration process.

6. Enter educational and professional experience details.

7. Upload the required documents.

8. Pay the applicable application fee.

9. Carefully check all details before final submission.

10. Submit the application.

11. Download and retain the system-generated application form and e-receipt.

The official advertisement specifically advises candidates to carefully check the application before final submission because corrections will not be permitted after final submission.

APPLY ONLINE

Important Instructions for Candidates

Candidates should carefully check the following points before applying:

• Eligibility must be satisfied as on the specified date.

• Relevant experience must be properly supported by documentary evidence.

• Teaching and training experience will not be counted for eligibility.

• Experience of less than six months in an organization will not be considered.

• Candidates working in SBI Group companies may need to submit an NOC.

• Candidates can apply for more than one post if they satisfy the eligibility requirements.

• Candidates applying for the specified five posts must indicate three different Circle preferences.

• SBI reserves the right to vary vacancies according to its requirements.

• Mere fulfilment of eligibility does not guarantee shortlisting or an interview.

• False information or suppression of material facts can result in cancellation of candidature and other consequences.

SBI Wealth Management Recruitment 2026: Who Should Apply?

This recruitment is primarily aimed at experienced professionals with backgrounds in:

• Wealth Management

• Retail Banking

• Relationship Management

• Investment Advisory

• Asset Management

• Sales & Marketing

• Investment Products

• Financial Services

• Banking and Finance

Candidates should carefully compare their qualifications and post-qualification experience with the requirements of the specific post before submitting an application.

Frequently Asked Questions

Q1. How many vacancies are available in SBI Wealth Management Recruitment 2026?

The advertisement lists 207 vacancies across seven Specialist Cadre Officer positions.

Q2. What is the last date to apply?

The last date for online registration and fee payment is 25 September 2026.

Q3. What is the SBI Wealth Management application fee?

UR/EWS/OBC candidates have to pay ₹750, while SC/ST/PwBD candidates are exempt from the application fee/intimation charges.

Q4. What is the maximum CTC offered?

The advertised annual CTC upper range is ₹97 lakh for Zonal Head (Retail).

Q5. Is SBI Wealth Management Recruitment permanent?

The posts covered by this advertisement are on a contract basis. The initial contract period is five years, with renewal possible for another four years at SBI's discretion and subject to applicable conditions.

Q6. Is an interview conducted?

Yes. The selection process includes shortlisting followed by one or more interview rounds and CTC negotiation.

Q7. Can a candidate apply for more than one post?

Yes. The advertisement states that candidates can apply for more than one post if they fulfil the eligibility criteria for the respective posts.

Q8. Will teaching experience count?

No. The notification specifically states that teaching and training experience will not be counted for eligibility.

Conclusion

The SBI Wealth Management Recruitment 2026 offers opportunities across senior Wealth Management, Relationship Management and Investment-related positions. The recruitment covers 207 vacancies, with advertised annual CTC upper ranges reaching ₹97 lakh, depending on the post and applicable compensation structure.

Interested candidates should carefully read the official advertisement, verify their age, educational qualification and relevant post-qualification experience, prepare the required documents and complete the online application before 25 September 2026.

For more SBI recruitment updates, government jobs, exam notifications, career opportunities and educational news, keep visiting myTensionFree.com.

Stay updated. Check eligibility carefully. Apply before the deadline.

SBI Wealth Management Recruitment 2026 – 207 Vacancies, Salary & Apply Online

SBI Wealth Management Recruitment 2026: Check 207 vacancies, eligibility, age limit, experience, salary/CTC, application fee, selection process and apply online details.

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SBI WEALTH MANAGEMENT RECRUITMENT 2026
207 VACANCIES
SALARY UP TO ₹97 LAKH CTC
APPLY ONLINE: 04–25 SEPTEMBER 2026
SBI Wealth Management Recruitment 2026 207 vacancies salary and apply online

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