SBI Specialist Cadre Officer Recruitment 2025 – State Bank of India (SBI) has officially released the SBI Specialist Cadre Officer (Wealth Management) Recruitment 2025 notification (Advertisement No. CRPD/SCO/2025-26/15, dated 27 October 2025) for 103 posts across various Wealth Management roles on a contract basis. Online applications are open from 27 October 2025 to 17 November 2025 through the official SBI website.
The recruitment offers opportunities for experienced finance and banking professionals in roles such as Head (Product, Investment & Research), Zonal Head, Regional Head, Relationship Manager – Team Lead, Investment Specialist, Investment Officer, Project Development Manager, and Central Research Team Support. State Bank of India Specialist Cadre Officer
Candidates must apply only through the official website and for Latest & Easy-to-Read Updates and Simplified Details, visit GovtJobLink.com
Table of Contents
SBI Specialist Cadre Officer Recruitment 2025 –Notification No. CRPD/SCO/2025-26/15
Govt Jobs Simplified on GovtJobLink.com
SBI Specialist Cadre Officer Recruitment 2025 : Important Dates & Application Fee
| Important Dates | Application Fee |
|---|---|
| Application Start Date : 27 October 2025 | General / OBC / EWS: ₹ 750/- (Non-refundable) |
| Last Date to Apply : 17 November 2025 | SC / ST / PwBD: No Fee |
| Fee Payment Last Date: 17 November 2025 | Payment Mode: Online – Debit Card / Credit Card / Net Banking |
| Tentative Interview Date: To be notified later |
SBI Specialist Cadre Officer Recruitment 2025 : Age Limit & Eligibility Details
| Age Limit (as on 01 May 2025) | Educational Qualification & Experience |
|---|---|
| Minimum Age: 25 Years (varies as per post) | Head (Product, Investment & Research): Graduation/Post Graduation + 15 Years of experience (8 Years in Wealth Management) |
| Maximum Age: Up to 50 Years (as per post) | Zonal Head (Retail): Graduate/MBA preferred + 15 Years’ experience in sales/wealth management |
| Age Relaxation: As per Government of India norms for SC/ST/OBC/PwBD | Regional Head: Graduate/MBA + 12 Years’ experience in wealth management/AMCs |
| Cut-off Date for Age: 01 May 2025 | Relationship Manager-Team Lead: Graduate/MBA + 8 Years’ experience in banking/wealth firms |
| Investment Specialist (IS): PG in Finance/Commerce/Economics or CA/CFA + 6 Years’ experience | |
| Investment Officer (IO): PG in Finance/Commerce/Economics or CA/CFA + 4 Years’ experience | |
| Project Development Manager (Business): MBA/PGDM + 5 Years’ experience in banking/wealth operations | |
| Central Research Team (Support): Graduate in Finance/Commerce/Economics + 3 Years’ experience in research/analytics |
SBI Specialist Cadre Officer Recruitment 2025 : Vacancy Details
| Sl. No. | Post Name | Total Vacancies | Age Limit (Years) | Posting Location |
|---|---|---|---|---|
| 1 | Head (Product, Investment & Research) | 1 | 35 – 50 | Mumbai |
| 2 | Zonal Head (Retail) | 4 | 35 – 50 | West Zone (Mumbai), South Zone (Bangalore), East Zone (Kolkata), North Zone (New Delhi) |
| 3 | Regional Head | 7 | 35 – 50 | New Delhi, Patna, Bhopal, Guwahati |
| 4 | Relationship Manager – Team Lead | 19 | 28 – 42 | Across Circles (as per preference) |
| 5 | Investment Specialist (IS) | 22 | 28 – 42 | Across Circles (as per preference) |
| 6 | Investment Officer (IO) | 46 | 28 – 40 | Across Circles (as per preference) |
| 7 | Project Development Manager (Business) | 2 | 30 – 40 | Mumbai |
| 8 | Central Research Team (Support) | 2 | 25 – 35 | Mumbai |
| Total Vacancy | 103 Posts |
SBI Specialist Cadre Officer Recruitment 2025 : How to Apply Online & Required Documents
| How to Apply (Online Process) | Documents Required |
|---|---|
| 1. Visit the official SBI website https://sbi.co.in/careers or https://sbi.bank.in/web/careers/current-openings. | 1. Recent passport-size Photograph (20–50 KB, JPG format) |
| 2. Click on “Current Openings” and find Advertisement No. CRPD/SCO/2025-26/15. | 2. Signature in black ink (10–20 KB, JPG format) |
| 3. Read the detailed notification carefully. | 3. ID Proof (Aadhaar/PAN/Voter ID) |
| 4. Click on “Apply Online” and register using valid email and mobile number. | 4. Educational Certificates (PDF format) |
| 5. Fill out all personal, educational, and experience details. | 5. Experience Certificates (PDF format, clearly stating years & role) |
| 6. Upload scanned documents in the prescribed format (max 500 KB each). | 6. Resume & Bio-data (PDF format) |
| 7. Pay the applicable fee online (if applicable). | 7. Category Certificate (if applicable – SC/ST/OBC/EWS/PwBD) |
| 8. Preview the form and check all entries carefully. | 8. NOC from Employer (if working in Govt/PSU/Banks) |
| 9. Submit the application and print the form for reference. | 9. PAN Card & Form-16/Salary Slip |
| 10. Keep the registration number and password safe for future login. | 10. Any other supporting certificate (as mentioned in notification) |
SBI Specialist Cadre Officer Recruitment 2025 : Pay Scale & Selection Process
| Selection Process | Pay Scale / Salary Structure |
|---|---|
| • Shortlisting: Based on qualification, experience & profile suitability. • Interview: 100 marks (qualifying marks decided by the Bank). • CTC Negotiation: Conducted during or after interview based on merit. • Final Merit List: Prepared in descending order of interview scores. • Document Verification: Mandatory before final appointment. | Head (Product, Investment & Research): ₹135.00 Lakh (CTC Upper Range) Zonal Head (Retail): ₹97.00 Lakh Regional Head: ₹66.40 Lakh Relationship Manager – Team Lead: ₹51.80 Lakh Investment Specialist (IS): ₹44.50 Lakh Investment Officer (IO): ₹27.10 Lakh Project Development Manager (Business): ₹30.10 Lakh Central Research Team (Support): ₹20.60 Lakh |
| Contract Period: 5 Years (extendable up to 9 years, based on performance). | Pay Components: Fixed Pay + Performance Linked Pay (35%–45%) + Annual Increment (0–25%) + Allowances (Conveyance, Mobile, Medical). |
State Bank of India Specialist Cadre Officer Recruitment 2025 : Exam Pattern & Syllabus
| Exam Pattern | Syllabus Overview |
|---|---|
| • Stage 1 – Shortlisting: Based on profile & eligibility criteria. • Stage 2 – Interview: Conducted via Personal / Telephonic / Video Mode. • Stage 3 – Merit List: Final merit prepared solely on interview marks. • Mode of Exam: No written test (for all posts). • Total Marks: 100 marks. • Weightage: 100% Interview Score. • Interview Language: English / Hindi. • Tie-breaking rule: Older candidates ranked higher if same score. | • Banking & Finance: Core Banking, Mutual Funds, NISM Regulations, Investment Instruments. • Wealth Management: AUM, TRV, Portfolio Analysis, Customer Profiling. • Financial Markets: Equity, Debt, Alternate Investments, PMS, AIF, Derivatives. • Economic Awareness: Indian Economy, Monetary Policy, Inflation Trends. • Regulatory Framework: SEBI, RBI, IRDA Guidelines. • Product Knowledge: Structured Products, Insurance, Mutual Funds, Bonds. • Analytical Skills: Market Research, Financial Modeling. • Compliance & Ethics: KYC, AML, Customer Protection Norms. • Soft Skills: Relationship Management, Communication, CRM Tools. • Digital Awareness: Fintech Trends, WealthTech Platforms. |
Important Useful Links for Apply Online, Download Notification
| Important Useful Links | |
|---|---|
| Apply Online | Click Here |
| Download Notification | Click Here |
| Official Website | Click Here |
| Join Whatsapp Channel | Click Here |
| Join Telegram Channel | Click Here |
| Join YouTube Channel | Click Here |
| Join Instagram Channel | Click Here |
| Join Facebook Channel | Click Here |
Exam Preparation Strategy
| Preparation Strategy for SBI Specialist Cadre Officer (Wealth Management) 2025 |
|---|
| 1. Understand the Role: Read the detailed job profile for your specific post to understand the skill expectations. |
| 2. Focus on Wealth Management Basics: Revise concepts of AUM, TRV, portfolio diversification, and risk analysis. |
| 3. Study Financial Markets: Strengthen knowledge of mutual funds, PMS, AIF, bonds, and derivatives. |
| 4. Follow Current Affairs: Regularly read RBI, SEBI, and economic policy updates. |
| 5. Practice Interview Questions: Focus on leadership, customer management, and market analysis scenarios. |
| 6. Review Case Studies: Go through practical examples of HNI/Wealth client management. |
| 7. Revise Regulatory Norms: Understand SEBI, IRDA, and RBI guidelines relevant to investment advisory. |
| 8. Develop Analytical Skills: Practice market analysis, data interpretation, and product benchmarking. |
| 9. Refer to SBI Annual Reports: Understand SBI’s wealth management strategy and product portfolio. |
| 10. Mock Interviews: Participate in online mock sessions to build confidence and clarity in communication. |
Sample Questions & Recommended Books / Study Material
| 1. What is the difference between PMS and AIF in wealth management? |
| 2. Explain the concept of Asset Allocation and Portfolio Rebalancing. |
| 3. What is Total Relationship Value (TRV)? |
| 4. Define Risk Profiling and its importance in financial advisory. |
| 5. What are the key differences between open-ended and close-ended mutual funds? |
| 6. How does inflation affect fixed income instruments? |
| 7. Explain the role of SEBI in regulating investment products. |
| 8. What is the significance of beta in portfolio management? |
| 9. Describe steps involved in HNI client acquisition. |
| 10. How do you measure the performance of a mutual fund scheme? |
| 11. What is Duration and Modified Duration in bond analysis? |
| 12. Explain SIP and SWP – advantages and suitability. |
| 13. What is the difference between Gross and Net Yield? |
| 14. What are the main types of financial derivatives? |
| 15. Explain KYC and AML compliance in banking. |
| 16. What factors affect foreign exchange rates? |
| 17. What is the role of CRM systems in Wealth Management? |
| 18. How do alternate investments differ from traditional asset classes? |
| 19. Discuss the importance of client onboarding and documentation. |
| 20. Explain the concept of Financial Planning and Goal Setting. |
Recommended Books / Study Material
| Book / Resource | Author / Publisher |
|---|---|
| Wealth Management: The Financial Advisor’s Handbook | Chris Batt |
| Investment Analysis and Portfolio Management | Prasanna Chandra |
| Indian Financial System | Bharati V. Pathak |
| Mutual Funds in India | Sundaram & Gupta |
| Financial Markets and Institutions | Frederic S. Mishkin |
| NISM Series V-A (Mutual Fund Distributors) | NISM Certification |
| NISM Series X-A & X-B (Investment Advisors Level 1 & 2) | NISM Certification |
| SBI Wealth Management Brochures / Annual Reports | SBI Official Publications |
| Economic Times & Mint (for market updates) | Daily Newspapers |
| GovtJobLink.com – Free Preparation Tips & Mock Tests | Online Resource |
Frequently Asked Question (FAQ)
| Question & Answer |
|---|
| Question 1 – What is the total number of vacancies in SBI Specialist Cadre Officer Recruitment 2025? Answer – The total number of vacancies is 103 posts. |
| Question 2 – What is the last date to apply for SBI SCO Wealth Management 2025? Answer – The last date for online registration is 17 November 2025. |
| Question 3 – What is the application start date SBI Specialist Cadre Officer Recruitment 2025? Answer – The online application begins from 27 October 2025. |
| Question 4 – What are the main posts under this SBI SCO Wealth Management recruitment? Answer – Posts include Head, Zonal Head, Regional Head, Relationship Manager–Team Lead, Investment Specialist, Investment Officer, Project Development Manager, and Central Research Team (Support). |
| Question 5 – What is the age limit for applying to SBI SCO posts? Answer – The maximum age limit varies from 35 to 50 years, depending on the post. |
| Question 6 – What is the selection process for SBI Specialist Cadre Officer Recruitment 2025? Answer – Selection will be based on Shortlisting, Interview, and CTC Negotiation. |
| Question 7 – What is the application fee for SBI SCO 2025? Answer – ₹750 for General/OBC/EWS, while SC/ST/PwBD candidates are exempted. |
| Question 8 – Where can I apply online for SBI Specialist Cadre Officer Recruitment 2025? Answer – Apply through the official website: https://sbi.co.in. |
| Question 9 – Is the SBI SCO job permanent or contractual? Answer – The appointment is on a 5-year contract basis, extendable up to 9 years based on performance. |
| Question 10 – Where can I get detailed updates and simplified SBI job information? Answer – Visit GovtJobLink.com for simplified, student-friendly government job updates. |
For more latest government job updates, also check our Latest Jobs page
Note: Applicants must thoroughly check all details including last date, eligibility, fee, age criteria, no. of posts, experience and selection process & other relevant details at official website. For latest, easy to understand & simplified updates, visit GovtJobLink.com, where we also assist you in comprehensive exam preparation guidance and in-depth exam pattern & syllabus support. Parts of this content has been refined and structured with AI assistance to enhance clarity and readability.