State Bank of India has started the SBI SCO Wealth & Other Post Online Form 2026 on 04 September 2026. Eligible candidates can submit their applications online up to 25 September 2026.
This recruitment drive covers 207 Specialist Cadre Officer vacancies across several senior and specialized Wealth Management positions, including Zonal Head, Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth.
The recruitment is particularly focused on experienced banking, investment, finance and wealth-management professionals. Several positions require professional certifications such as CFP, CFA or relevant NISM certifications along with substantial work experience.
The examination date has not yet been announced. SBI will release the admit card before the examination, while the result date will be updated later.
SBI SCO Wealth & Other Post Recruitment 2026 Overview
| Particular | Details |
|---|---|
| Organization | State Bank of India |
| Recruitment | Specialist Cadre Officer |
| Post Category | Wealth & Other Posts |
| Recruitment Year | 2026 |
| Total Vacancies | 207 |
| Application Mode | Online |
| Application Start | 04 September 2026 |
| Last Date | 25 September 2026 |
| Exam Date | Notify Soon |
| Admit Card | Before Exam |
| Selection Process | Shortlisting, Interview, Merit List |
Important Dates
| Event | Date |
|---|---|
| Online Application Start Date | 04 September 2026 |
| Online Application Last Date | 25 September 2026 |
| Last Date for Fee Payment | 25 September 2026 |
| Examination Date | Notify Soon |
| Admit Card | Before Exam |
| Result | Will Be Updated |
Candidates should complete the online form and fee payment before 25 September 2026. Waiting until the last day can create problems if there are technical issues during registration or payment.
Application Fee
| Category | Fee |
|---|---|
| General / OBC / EWS | ₹750 |
| SC / ST / PwBD | ₹0 |
The application fee can be paid online using:
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Debit Card
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Credit Card
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Internet Banking
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IMPS
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Cash Card
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Mobile Wallet
Candidates should save their payment receipt or transaction details after completing the fee payment.
Age Limit
The age limit varies according to the post.
The age is calculated as on 31 August 2026.
| Age Requirement | Details |
|---|---|
| Minimum Age | 23–35 Years, Post Wise |
| Maximum Age | 35–50 Years, Post Wise |
The exact permissible age depends on the position applied for. Candidates should therefore check the age requirement of their selected post before submitting the application.
Applicable age relaxation is available according to SBI's recruitment regulations.
SBI SCO Wealth & Other Post Vacancy Details
A total of 207 posts have been announced.
| Post Name | Number of Posts |
|---|---|
| Zonal Head (Retail) | 01 |
| Regional Head (RH) | 05 |
| Relationship Manager-Team Lead | 24 |
| Investment Specialist (IS) | 09 |
| Investment Officer (IO) | 04 |
| VP Wealth | 91 |
| AVP Wealth | 73 |
| Total | 207 |
The vacancies cover senior leadership, relationship management and investment-focused positions within the Wealth Management area.
Post-Wise Eligibility
The educational qualification, professional certification and experience requirements differ significantly between the posts.
Zonal Head (Retail)
Candidates should be graduates from a government-recognized university or institution.
They must also possess an MBA in Banking, Finance or Marketing with at least 60% marks from a recognized university or institution.
Any one of the following certifications is required:
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CFP
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CFA
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NISM V-A
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NISM Investment Advisor
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NISM Series 21-A
The position requires a minimum of 15 years of relevant experience.
Regional Head (RH)
Candidates should have a graduation degree from a government-recognized university or institution along with an MBA in Banking, Finance or Marketing with at least 60% marks.
The required professional certification can include:
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CFP
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CFA
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NISM V-A
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NISM Investment Advisor
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NISM Series 21-A
A minimum of 12 years of relevant experience is required.
Relationship Manager-Team Lead
Candidates need graduation along with an MBA in Banking, Finance or Marketing with at least 60% marks from a recognized university or institution.
Candidates should also hold one of the specified certifications, such as:
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CFP
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CFA
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NISM V-A
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NISM Investment Advisor
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NISM Series 21-A
The minimum relevant experience requirement is 8 years.
Investment Specialist (IS)
Candidates should have a PG Degree or PG Diploma in one of the relevant fields, such as:
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Finance
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Accountancy
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Business Management
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Commerce
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Economics
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Capital Markets
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Banking
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Insurance
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Actuarial Science
Candidates who are qualified CA or CFA can also satisfy the qualification route mentioned in the recruitment details.
Required certifications can include:
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CA
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CFP
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CFA
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NISM Investment Advisor
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NISM Research Analyst
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NISM Series 21-A
A minimum of 6 years of relevant experience is required.
Investment Officer (IO)
Candidates should possess a PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognized college or university.
Candidates qualified as CA or CFA can also meet the specified educational route.
Relevant certifications include:
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CA
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CFP
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CFA
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NISM Investment Advisor
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NISM Research Analyst
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NISM Series 21-A
The minimum experience requirement is 4 years.
VP Wealth
Candidates should have a graduation degree from a government-recognized university or institution.
An MBA in Banking, Finance or Marketing with 60% marks is required as specified for the post.
Candidates should also possess relevant certifications such as:
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NISM V-A
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NISM Series 21-A
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CFP
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CFA
The minimum relevant experience requirement is 6 years.
AVP Wealth
Candidates should be graduates from a government-recognized university or institution.
Preference/weightage is given to candidates having post-graduation in areas such as:
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Finance
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Marketing
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Banking
Relevant certifications include:
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NISM V-A
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NISM Series 21-A
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CFP
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CFA
A minimum of 3 years of relevant experience is required.
SBI SCO Wealth Recruitment 2026 Eligibility Summary
| Post | Qualification / Certification | Experience |
|---|---|---|
| Zonal Head (Retail) | Graduation + MBA 60% + specified certification | 15 Years |
| Regional Head | Graduation + MBA 60% + specified certification | 12 Years |
| Relationship Manager-Team Lead | Graduation + MBA 60% + specified certification | 8 Years |
| Investment Specialist | PG Degree/PG Diploma or CA/CFA + relevant certification | 6 Years |
| Investment Officer | PG Degree/PG Diploma or CA/CFA + relevant certification | 4 Years |
| VP Wealth | Graduation + MBA 60% + relevant certification | 6 Years |
| AVP Wealth | Graduation; PG in relevant field preferred + certification | 3 Years |
Candidates should carefully compare their own qualification, certification and experience with the exact requirements of the post selected in the application.
Professional Certifications
Professional certifications are an important component of this recruitment.
Depending on the position, SBI has specified or given relevance to certifications such as:
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CFP — Certified Financial Planner
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CFA — Chartered Financial Analyst
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NISM certifications
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NISM Investment Adviser certification
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NISM Research Analyst certification
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NISM Series 21-A
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CA
Candidates should enter certification details accurately because these credentials are relevant to the eligibility and selection process for specialized Wealth Management roles.
Relevant Experience
These positions are intended for professionals who already have substantial experience in banking, investment, finance or related Wealth Management functions.
The experience requirement ranges from 3 years for AVP Wealth to 15 years for Zonal Head (Retail).
Candidates should make sure that their experience is relevant to the position and meets the applicable post-qualification requirements specified in the recruitment notice.
Experience certificates and employment records should be kept ready for later stages of the recruitment process.
SBI SCO Wealth & Other Post Selection Process
The selection process consists of:
Shortlisting → Interview → Merit List
Shortlisting
SBI will shortlist candidates based on the eligibility information and criteria applicable to the recruitment. Educational qualifications, professional certifications and relevant experience can be important factors for specialized positions.
Interview
Shortlisted candidates will be called for an interview.
Candidates should be prepared to discuss their professional experience, Wealth Management exposure, investment knowledge, client relationship responsibilities, certifications and the work handled in their previous roles.
Merit List
After completion of the selection process, SBI will prepare the merit list according to the applicable recruitment criteria.
Submitting an application or appearing in the interview does not by itself confirm appointment.
How to Apply for SBI SCO Wealth Recruitment 2026
Eligible candidates can submit the application online between 04 September and 25 September 2026.
Follow these steps:
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Open the SBI recruitment section.
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Find the SBI SCO Wealth & Other Post Recruitment 2026 application link.
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Complete the registration process.
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Select the appropriate post.
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Enter personal details.
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Enter educational qualification details.
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Add professional certification information.
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Enter relevant work experience carefully.
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Upload the required documents.
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Review the complete application.
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Pay the applicable fee.
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Submit the application.
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Save or print the final application form and payment details.
Candidates should choose the post only after checking its specific age, qualification, certification and experience requirements.
Documents to Keep Ready
Applicants should keep the following documents and information available:
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Graduation certificate
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Graduation marksheets
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MBA/PG qualification documents, where applicable
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Professional certification certificates
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Experience certificates
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Current and previous employment details
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Date-of-birth proof
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Category certificate, if applicable
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PwBD certificate, where applicable
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Recent photograph
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Signature
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Valid mobile number
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Email address
Experience and certification documents deserve particular attention because several positions have substantial professional eligibility requirements.
How to Choose the Correct Post
The recruitment contains seven different positions, and their requirements are not interchangeable.
Before submitting the form, compare:
Age → Qualification → Certification → Experience → Post
For example, a candidate meeting the minimum experience for AVP Wealth should not automatically assume eligibility for a senior position requiring substantially more experience or a particular MBA qualification.
Similarly, candidates applying for Investment Specialist or Investment Officer should carefully check the acceptable finance-related postgraduate qualifications and professional certifications.
SBI SCO Wealth Recruitment 2026 Exam Date
The examination date has not been announced yet.
The recruitment schedule currently states that the examination date will be notified later. The admit card will be made available before the examination.
Candidates who complete the application should keep monitoring the recruitment updates and check their individual admit card once released.
Preparation for the Interview
Candidates shortlisted for the interview should prepare around their actual professional background rather than relying only on general interview questions.
Useful areas for preparation include:
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Wealth Management
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Investment products
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Financial markets
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Portfolio concepts
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Banking services
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Customer relationship management
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Risk awareness
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Investment advisory concepts
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Current developments in financial services
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Responsibilities handled in previous employment
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Professional certifications listed in the application
Candidates should also be ready to explain their career experience clearly, including the type of clients handled, products managed and responsibilities performed.
Important Points for Applicants
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Online applications started on 04 September 2026.
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The last date to apply is 25 September 2026.
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The fee payment deadline is also 25 September 2026.
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Total vacancies: 207.
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Seven different posts are included.
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Age limits vary by post.
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The age is calculated as on 31 August 2026.
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Professional certifications are required or relevant for different posts.
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Experience requirements range from 3 to 15 years, depending on the position.
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The selection process includes Shortlisting, Interview and Merit List.
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The examination date has not yet been announced.
SBI SCO Wealth & Other Post Recruitment 2026 FAQs
1. When did SBI SCO Wealth & Other Post Online Form 2026 start?
The online application process started on 04 September 2026. Eligible candidates can submit the form until 25 September 2026.
2. What is the last date to apply for SBI SCO Wealth Recruitment 2026?
The last date to apply online is 25 September 2026. The fee payment deadline is also 25 September 2026.
3. How many vacancies are available?
SBI has announced a total of 207 vacancies across seven Wealth and related Specialist Cadre Officer positions.
4. What is the application fee?
General, OBC and EWS candidates need to pay ₹750, while SC, ST and PwBD candidates have a ₹0 application fee.
5. What is the age limit for SBI SCO Wealth posts?
The age requirement varies by position. The supplied recruitment details mention minimum ages of 23–35 years and maximum ages of 35–50 years, depending on the post.
6. What is the age calculation date?
The age is calculated as on 31 August 2026.
7. How many Zonal Head vacancies are available?
There is 1 Zonal Head (Retail) vacancy.
8. How many Regional Head vacancies are available?
There are 5 Regional Head vacancies.
9. How many VP Wealth posts are available?
There are 91 VP Wealth vacancies, making it one of the larger vacancy groups in this recruitment.
10. What qualification is required for Zonal Head?
The specified requirement includes graduation, an MBA in Banking, Finance or Marketing with at least 60% marks, a relevant professional certification and 15 years of relevant experience.
11. How much experience is required for Regional Head?
The Regional Head position requires a minimum of 12 years of relevant experience, along with the prescribed educational and certification requirements.
12. How much experience is required for Relationship Manager-Team Lead?
Candidates need a minimum of 8 years of relevant experience, along with the prescribed graduation, MBA and certification requirements.
13. What is the experience requirement for Investment Specialist?
The Investment Specialist position requires a minimum of 6 years of relevant experience along with the specified qualification and certification route.
14. What is the experience requirement for Investment Officer?
The Investment Officer position requires a minimum of 4 years of relevant experience and the prescribed educational/professional certification requirements.
15. How much experience is required for VP Wealth?
The VP Wealth position requires a minimum of 6 years of relevant experience.
16. How much experience is required for AVP Wealth?
The AVP Wealth position requires a minimum of 3 years of relevant experience.
17. Is an MBA required for every SBI SCO Wealth post?
No. The qualification requirements differ by position. Some posts specifically require an MBA, while Investment Specialist and Investment Officer have different postgraduate/CA/CFA qualification routes.
18. Which certifications are mentioned in the recruitment?
Depending on the post, certifications such as CFP, CFA, NISM V-A, NISM Investment Advisor, NISM Research Analyst and NISM Series 21-A are mentioned. CA is also included for certain investment-focused positions.
19. What is the selection process?
The selection process consists of Shortlisting, Interview and Merit List.
20. When will the SBI SCO Wealth exam be conducted?
The examination date has not been announced yet. SBI will notify the exam schedule later, and the admit card will be released before the examination.
Final Update
The SBI SCO Wealth & Other Post Online Form 2026 is now open, with applications being accepted from 04 September to 25 September 2026. A total of 207 vacancies are available across Zonal Head, Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth positions.
Because the posts have different qualification, certification, age and experience requirements, applicants should carefully match their profile with the specific position before submitting the form. The examination date will be announced separately.