SBI has announced 207 Investment Officer, Zonal Head and More vacancies. Qualifications listed include Any Graduate, Any Post Graduate, MBA/PGDM, PG Diploma. The application deadline is 05-10-2026. Check the notification for post-specific eligibility and application instructions.
Vacancy Summary
| Organization | SBI |
|---|---|
| Positions | Investment Officer, Zonal Head and More |
| Vacancies | 207 |
| Qualification | Any Graduate, Any Post Graduate, MBA/PGDM, PG Diploma |
| Advertisement number | CRPD/SCO/2026-27/23 |
| Application deadline | 05-10-2026 |
Eligibility
Applicants must meet the qualification, post-qualification experience and age criteria for the post. Qualifications and experience are assessed as of 31-08-2026. Teaching and training experience do not count, and experience of less than six months in any organisation is not considered.
| Post | Mandatory qualification | Mandatory experience |
|---|---|---|
| Zonal Head (Retail) | Graduate from a recognised university or institution. MBA in Banking, Finance or Marketing, and CFP, CFA or NISM certifications are preferred. | At least 15 years managing sales in Wealth Management, Retail Banking or AMCs, including at least 5 years leading a large team of Relationship Managers and Team Leads. |
| Regional Head | Graduate. MBA and CFP, CFA or NISM certifications are preferred. | At least 12 years in relationship management, preferably in wealth management with leading banks, wealth firms or AMCs, including at least 5 years leading a large team. |
| Relationship Manager–Team Lead | Graduate. MBA and CFP, CFA or NISM certifications are preferred. | At least 8 years in relationship management, preferably in wealth management. Team Lead experience is preferred. |
| Investment Specialist | Postgraduate degree or diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science; alternatively, CA or CFA. | At least 6 years’ post-qualification experience as an investment advisor, counsellor or officer, or as a product-team member in wealth management firms or AMCs. |
| Investment Officer | Postgraduate degree or diploma in the fields listed for Investment Specialist; alternatively, CA or CFA. | At least 4 years’ post-qualification experience in the roles and organisations listed for Investment Specialist. |
| VP Wealth | Graduate. MBA and NISM V-A/XXI-A, CFP or CFA are preferred. | Essential: 6 years in sales and marketing with leading banks, wealth firms or AMCs. Preferred: at least 6 years as a Relationship Manager or in a similar wealth-management role. |
| AVP Wealth | Graduate. Postgraduate study in Finance, Marketing or Banking, and NISM V-A/XXI-A, CFP or CFA are preferred. | 3 years in sales and marketing with leading banks, wealth firms or AMCs, or 4 years as an SBI Wealth CRE. At least 3 years as a Relationship Manager or in a similar wealth-management role is preferred. |
Age Limit
Age is calculated as of 31-08-2026. The stated maximum ages are for Unreserved candidates; upper-age relaxation is available to reserved-category candidates as per Government of India guidelines.
| Post | Minimum age | Maximum age |
|---|---|---|
| Zonal Head (Retail) | 35 | 50 |
| Regional Head | 35 | 50 |
| Relationship Manager–Team Lead | 28 | 42 |
| Investment Specialist | 28 | 42 |
| Investment Officer | 28 | 40 |
| VP Wealth | 26 | 42 |
| AVP Wealth | 23 | 35 |
Salary
Annual CTC is negotiable and depends on experience, current emoluments and posting location. All posts are eligible for Performance Linked Pay of 0% to 45% of Fixed Pay and an annual increment band, based on performance rating and Bank policy.
| Post | CTC upper range (₹ lakh) |
|---|---|
| Zonal Head (Retail) | 97.00 |
| Regional Head | 66.40 |
| Relationship Manager–Team Lead | 51.80 |
| Investment Specialist | 44.50 |
| Investment Officer | 27.10 |
| VP Wealth (SRM) | 44.70 |
| AVP Wealth (RM) | 30.20 |
The contract is for 5 years and may be renewed for another 4 years at the Bank’s discretion. Either side may terminate it with 2 months’ notice or payment or surrender of 2 months’ compensation in lieu.
Important Dates
| Event | Date |
|---|---|
| Online registration and fee payment begin | 04-09-2026 |
| Original last date for online registration and fee payment | 25-09-2026 |
Application Fees
The non-refundable application fee and intimation charges are ₹750 for UR, EWS and OBC candidates. SC, ST and PwBD candidates are exempt. Payment is online through the integrated payment gateway using a debit card, credit card or internet banking. Fees will not be refunded or adjusted for another examination or selection.
Selection Process
- Shortlisting: Meeting the minimum qualification and experience requirements does not guarantee an interview. The shortlisting committee determines the criteria and number of candidates called.
- Interview: One or more personal, telephone or video interview rounds carry 100 marks. The Bank decides the qualifying marks.
- CTC negotiation: Conducted individually with shortlisted candidates during or after the interview process.
- Merit list: Prepared in descending order of interview scores only. Candidates tied at the cut-off are ranked by age, in descending order.
How to Apply
- Visit the SBI careers page and download advertisement CRPD/SCO/2026-27/23.
- Register online using the application link. Keep a valid email address active until results are declared.
- Scan and upload a recent photograph and signature, along with the required documents: resume, ID and age proof, caste or PwBD certificate if applicable, educational and experience certificates, and biodata.
- Complete the application, save the system-generated registration number and password, and pay the fee online if applicable.
- Print the submitted application and fee e-receipt for your records. Changes are not allowed after final submission; hard copies of the application and documents need not be sent to the Bank.
Candidates may apply for more than one post if they meet the eligibility criteria for each. Candidates working in government or quasi-government offices, PSUs, nationalised banks, financial institutions or SBI Group companies must provide an employer NOC at the interview.
For Relationship Manager–Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth, applicants must select three different preferred Circles. Circle preferences cannot be changed. If candidates are not placed in their preferred Circles, they may be considered for other Circles.
Call letters and interview advice will be sent by email only. Recruitment updates and corrigenda will be published on the Bank’s website.
Application deadline: 05-10-2026
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