SBI Wealth Management Recruitment 2026 — 207 Posts, Apply by 25 September

SBI Wealth Management Recruitment 2026 at a Glance

Detail	Particulars
Advertisement number	CRPD/SCO/2026-27/23
Posts	7 roles in the Wealth Management stream, Specialist Cadre
Total vacancies	207
Nature of engagement	Contract — 5 years, renewable by 4 more at the Bank's discretion
Age reference date	31 August 2026
Application fee	Rs 750 for General/EWS/OBC; nil for SC/ST/PwBD
Application window	4 September 2026 to 25 September 2026
Selection	Shortlisting, interview (100 marks) and CTC negotiation
Official website	sbi.bank.in

Vacancy Details

Post	Vacancies	Age (as on 31 Aug 2026)	CTC upper range
Zonal Head (Retail)	1	35 - 50	Rs 97.00 lakh
Regional Head	5	35 - 50	Rs 66.40 lakh
Relationship Manager - Team Lead	24	28 - 42	Rs 51.80 lakh
Investment Specialist	9	28 - 42	Rs 44.50 lakh
Investment Officer	4	28 - 40	Rs 27.10 lakh
VP Wealth (Senior Relationship Manager)	91	26 - 42	Rs 44.70 lakh
AVP Wealth (Relationship Manager)	73	23 - 35	Rs 30.20 lakh
Total	207

The CTC upper range is the maximum cost to company, including fixed pay, performance-linked pay and perks. The actual CTC is negotiable and depends on the candidate's experience and current pay. The maximum age is for unreserved candidates; relaxation applies for OBC (3 years), SC/ST (5 years) and PwBD candidates as per Government of India rules.

Circle-wise Vacancies (five field roles)

The Relationship Manager, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth posts are allotted circle by circle. Candidates for these five must name three different circles as preferences in the application.

Circle	RM - Team Lead	Investment Specialist	Investment Officer	VP Wealth	AVP Wealth
Guwahati	2	0	0	0	0
Bengaluru	2	0	1	28	20
New Delhi	4	2	0	18	16
Kolkata	1	1	0	11	6
Thiruvananthapuram	3	1	0	7	13
Jaipur	0	1	0	7	8
Hyderabad	1	1	1	9	0
Patna	2	0	0	0	0
Lucknow	2	0	0	0	4
Bhopal	1	1	0	3	4
Chennai	0	0	0	6	2
Amaravati	2	0	0	0	0
Gandhinagar	1	0	1	2	0
Bhubaneshwar	1	0	1	0	0
Chandigarh	1	0	0	0	0
Maharashtra	1	1	0	0	0
Mumbai Metro	0	1	0	0	0
Total	24	9	4	91	73

The Guwahati circle has 2 Relationship Manager - Team Lead posts. The Regional Head post lists Guwahati among its suggested places of posting. The Zonal Head (Retail) post is based in Kolkata.

Eligibility Criteria

Qualification and experience are reckoned as on 31 August 2026. All requirements are minimums.

Post	Qualification	Minimum experience
Zonal Head	Graduate	15 years in wealth management / retail banking / AMC sales, of which 5 years leading a large RM team
Regional Head	Graduate	12+ years in relationship management (preferably wealth), of which 5+ years leading a large RM team
Relationship Manager - Team Lead	Graduate	8 years in relationship management, preferably in wealth management
Investment Specialist	PG degree/diploma in finance, commerce, economics, banking or a related field, or CA/CFA	6 years as an investment advisor / officer / product team member in a wealth firm or AMC
Investment Officer	PG degree/diploma in finance, commerce, economics, banking or a related field, or CA/CFA	4 years as an investment advisor / officer / product team member in a wealth firm or AMC
VP Wealth	Graduate	6 years in sales and marketing with a bank, wealth firm or AMC
AVP Wealth	Graduate	3 years in sales and marketing with a bank, wealth firm or AMC (or 4 years as an SBI Wealth CRE)

An MBA in banking, finance or marketing, and certifications such as NISM V-A, NISM XXI-A, CFP or CFA, are preferred for most posts. Experience of less than six months in any one organisation is not counted, and teaching or training experience does not count at all.

Pay and Contract Terms

The engagement is a 5-year contract, renewable for up to 4 more years at the Bank's discretion. It can be ended by either side with 2 months' notice or pay in lieu. The officer gets 30 days of leave a year and is eligible for performance-linked pay of 0 to 45 per cent of fixed pay and an annual increment of 0 to 25 per cent, both tied to the performance rating. The fixed-pay component ranges from Rs 18 lakh a year for an Investment Officer to Rs 66 lakh for the Zonal Head.

Job Role

These are wealth management sales and advisory roles. The Relationship Manager posts (AVP Wealth, VP Wealth, RM - Team Lead) acquire and manage affluent and HNI clients, grow assets under management, and cross-sell investment and insurance products. The Investment Specialist and Investment Officer support the RMs with research, portfolio analysis and product advice. The Regional Head and Zonal Head lead the RM teams for a circle or zone and own its wealth business targets.

Application Fee

• General, EWS and OBC candidates: Rs 750 (application fee and intimation charges)
• SC, ST and PwBD candidates: nil

The fee is paid online during registration and is non-refundable.

Selection Process

Selection is by shortlisting, interview and CTC negotiation. The Bank's committee decides the shortlisting parameters. The interview carries 100 marks, and the merit list is drawn from interview scores alone. Shortlisted candidates then negotiate their CTC one by one in merit order. Where two candidates tie at the cut-off, the older candidate ranks higher.

How to Apply

1. Go to sbi.bank.in/web/careers/current-openings and open advertisement CRPD/SCO/2026-27/23.
2. Register online, note the registration number and password, and fill in the form. For the five circle-based posts, enter three different circle preferences — no change is allowed later.
3. Upload a photograph and signature, your resume, ID proof, PAN, degree certificates, experience certificates, Form-16 or salary slip, the biodata and CTC format, and a No Objection Certificate if you work in the SBI Group. Documents must be PDF, A4, under 500 KB each.
4. Pay the fee online. Registration is complete only when the fee is paid.
5. Submit before 25 September 2026. No correction is allowed after final submission.

If a scan or photo of yours is over the size limit, bring it down with the compress PDF tool or the resize image tool before you upload. Note the debarment rule: candidates who were offered a WBPM post in an earlier SBI recruitment and did not join, or who joined on contract and later resigned, are barred for 2 years.

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