State Bank of India Specialist Cadre Officers Recruitment 2026

Education

Graduate from a Government-recognised University or Institution. MBA in Banking, Finance or Marketing with 60%, and CFP, CFA, NISM V-A, NISM Investment Advisor or NISM 21-A are preferred.

Experience

Minimum 15 years of experience in managing sales in Wealth Management, Retail Banking or AMCs, including minimum 5 years leading a large team of Relationship Managers and Team Leads.as of 31 August 2026

Age

Age 35 to 50 years as on 31 August 2026. Upper-age relaxation for reserved categories applies as per Government of India guidelines.as of 31 August 2026

Education

Graduate from a Government-recognised University or Institution. MBA in Banking, Finance or Marketing with 60%, and CFP, CFA, NISM V-A, NISM Investment Advisor or NISM 21-A are preferred.

Experience

Minimum 12 years of post-qualification relationship-management experience, preferably in Wealth Management, including at least 5 years leading a large Relationship Manager team or as a Team Lead.as of 31 August 2026

Age

Age 35 to 50 years as on 31 August 2026. Upper-age relaxation for reserved categories applies as per Government of India guidelines.as of 31 August 2026

Education

Graduate from a Government-recognised University or Institution. MBA in Banking, Finance or Marketing with 60%, and CFP, CFA, NISM V-A, NISM Investment Advisor or NISM 21-A are preferred.

Experience

Minimum 8 years of post-qualification relationship-management experience, preferably in Wealth Management with eligible banks, broking or security firms or AMCs. Team Lead experience is preferred.as of 31 August 2026

Age

Age 28 to 42 years as on 31 August 2026. Upper-age relaxation for reserved categories applies as per Government of India guidelines.as of 31 August 2026

Education

Professional PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognised College or University, or CA or CFA. CA, CFP, CFA, NISM Investment Advisor, Research Analyst Certificate and NISM 21-A are preferred.

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.as of 31 August 2026

Age

Age 28 to 42 years as on 31 August 2026. Upper-age relaxation for reserved categories applies as per Government of India guidelines.as of 31 August 2026

Skill

Good knowledge of investments and markets across asset classes, client portfolio advisory experience, asset allocation and re-balancing knowledge, strong presentation, leadership and teamwork skills, and experience with fixed-income, equity and alternate-market products. These skills will be tested in interview.

Education

Professional PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognised College or University, or CA or CFA. CA, CFP, CFA, NISM Investment Advisor, Research Analyst Certificate and NISM 21-A are preferred.

Experience

Minimum 4 years of post-qualification experience as an Investment Advisor, Counsellor, Officer or part of a product team in Wealth Management Firms or AMCs.as of 31 August 2026

Age

Age 28 to 40 years as on 31 August 2026. Upper-age relaxation for reserved categories applies as per Government of India guidelines.as of 31 August 2026

Skill

Good knowledge of investments and markets across asset classes, client portfolio advisory experience, asset allocation and re-balancing knowledge, strong presentation, leadership and teamwork skills, and experience with fixed-income, equity and alternate-market products. These skills will be tested at interview.

Education

Graduate from a Government-recognised University or Institution. MBA in Banking, Finance or Marketing with 60%, and NISM V-A, XXI-A, CFP or CFA certifications are preferred.

Experience

Six years in sales and marketing with leading Public, Private or Foreign Banks, Wealth Management Firms or AMCs. Minimum 6 years as a Relationship Manager or similar role in Wealth Management is preferred.as of 31 August 2026

Age

Age 26 to 42 years as on 31 August 2026. Upper-age relaxation for reserved categories applies as per Government of India guidelines.as of 31 August 2026

Skill

Strong communication, analytical and interpersonal skills together with financial expertise and a client-centric approach.

Education

Graduate from a Government-recognised University or Institution. Post-graduation in Finance, Marketing or Banking and NISM V-A, XXI-A, CFP or CFA certifications are preferred.

Experience

Three years in sales and marketing with leading Public, Private or Foreign Banks, Wealth Management Firms or AMCs, or four years of experience for SBI Wealth CREs. Minimum 3 years as a Relationship Manager or similar Wealth Management role is preferred.as of 31 August 2026

Age

Age 23 to 35 years as on 31 August 2026. Upper-age relaxation for reserved categories applies as per Government of India guidelines.as of 31 August 2026

Skill

Strong communication, analytical and interpersonal skills together with financial expertise and a client-centric approach. These skills will be tested in interview.