SBI Specialist Cadre Officer Wealth Management Recruitment 2026

Education

MBA or PGDM from reputed colleges or universities.

Experience

Minimum 15 years of experience managing a sales team in Wealth Management, Retail Banking or Asset Management Companies. At least eight years must be in leading a large team of Relationship Managers and Team Leads, preferably in Wealth Management firms or AMCs.

Age

Minimum age 40 years and maximum age 52 years as on 31 August 2026.as of 31 August 2026

Nationality

Indian citizen.

Skill

Knowledge of equity products, PMS, AIF, Mutual Funds and Advisory, CRM exposure, high-performance leadership and national-level Wealth Management team leadership. Preferred skills will be tested at interview.(Preferred)

Certification

CFP, CFA, NISM V-A or NISM 21-A.(Preferred)

Experience

• Minimum five years of Equity Research or Products experience in Wealth Management, AMC including Mutual Funds, or Banks.
• Eight years of experience in Equity, Fixed Income Research or Mutual Fund Research Analytics.(Preferred)

Age

Minimum age 30 years and maximum age 45 years as on 31 August 2026.as of 31 August 2026

Nationality

Indian citizen.

Computer knowledge

Proficiency in Excel, modeling techniques, Bloomberg, Reuters, Morningstar and CRISIL databases.(Preferred)

Skill

Knowledge of local and global economic trends, equity and fixed-income markets, PMS, AIF, Mutual Funds, structured products, capital-market research and exchange-traded products. Preferred skills will be tested at interview.(Preferred)

Certification

NISM Investment Advisor, Research Analyst Certificate, CFP, NISM 21A or NISM 21B.(Preferred)

Education

MBA or PGDM from a recognized college or university.

Certification

CA or CFA.

Education

MBA or PGDM from a Government-recognized University or Institution.

Experience

• Minimum five years of post-qualification experience in a Bank, Wealth Management firm or broking firm.
• Experience in business processes in the Wealth Management area. This preferred experience will be tested at interview.(Preferred)

Age

Minimum age 30 years and maximum age 40 years as on 31 August 2026.as of 31 August 2026

Nationality

Indian citizen.

Experience

Minimum four years of experience in banking technology, preferably in a business function.

Age

Minimum age 25 years and maximum age 40 years as on 31 August 2026.as of 31 August 2026

Nationality

Indian citizen.

BE, B.Tech, ME, M.Tech, MBA, MMS, PGDM or PGDBM from a Government-recognized University or Institution. Any one of the listed qualifications is acceptable.

Education

Graduate from a Government-recognized University or Institution.

Experience

Minimum three years of experience in financial services, investment advisory, private banking or Wealth Management Solution Providers. At least two years of the experience must be in Central Operations in the Wealth Management business.

Age

Minimum age 30 years and maximum age 40 years as on 31 August 2026.as of 31 August 2026

Nationality

Indian citizen.

Skill

Excellent knowledge of Equity Products, Structured Products, PMS, Mutual Funds and Advisory.