State Bank of India (SBI) invites online applications from eligible Indian citizens for the recruitment of Specialist Cadre Officers (SCO) on a contract basis. Interested candidates can apply through the SBI Careers portal between 27 October 2025 and 17 November 2025.
Post Name: Specialist Cadre Officers (Contract Basis)
Total Posts: 84
Application Mode: Online
Official Website: https://sbi.bank.in/web/careers/current-openings
Vacancy Details
Head (Product, Investment & Research) : 01
Zonal Head : 04
Regional Head : 07
RM – Team Lead : 19
Investment Specialist : 22
Investment Officer : 46
Project Development Manager (Business) : 02
Central Research Team (Support) : 02
Eligibility Criteria of SBI Specialist Cadre Officer Recruitment 2025
Post-wise Educational Qualification & Experience
1. Head (Product, Investment & Research)
Qualification: Graduation / Post Graduation from recognized University/Institution.
Preferred: CA / CFP / CFA / NISM Investment Advisor / NISM 21-A / Research Analyst Certificate.
Experience: Minimum 15 years in financial services, product development, investment advisory, and private banking; including at least 8 years in Wealth Management.
Job Role: Manage Research & Investment Teams, design Wealth Management value propositions, ensure high-quality research reports, product benchmarking, compliance, and innovation in investment products.
2. Zonal Head (Retail)
Qualification: Graduate; Preferred: MBA (Banking/Finance/Marketing) with 60% marks and CFP / CFA / NISM certification.
Experience: Minimum 15 years in Wealth Management/Retail Banking/AMC sales; 5 years leading a large team.
Qualification: Graduate; Preferred: MBA (Banking/Finance/Marketing), CFP / CFA / NISM certifications.
Experience: Minimum 12 years in relationship management (preferably in wealth management); 5 years in a leadership role.
Job Role: Lead Relationship Managers, drive client acquisition and revenue growth, manage compliance, deepen HNI relationships, and conduct wealth seminars.
4. Relationship Manager – Team Lead
Qualification: Graduate; Preferred: MBA (Banking/Finance/Marketing), CFP / CFA / NISM certifications.
Experience: Minimum 8 years in relationship management (preferably in wealth management or AMCs); team leadership experience preferred.
Job Role: Lead Relationship Managers, acquire and service HNI clients, grow AUM & CASA, sell investment and insurance products, and ensure compliance.
5. Investment Specialist
Qualification: PG Degree/Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance, or Actuarial Science / CA / CFA.
Preferred: CA / CFP / CFA / NISM Investment Advisor / Research Analyst Certificate.
Experience: Minimum 6 years as Investment Advisor/Counsellor/Officer or product team member in Wealth Management Firms/AMCs.
Job Role: Provide expert investment guidance, conduct portfolio analysis, assist RM teams, research investment products, and ensure AMFI/IRDA/NISM compliance.
6. Investment Officer
Qualification: PG Degree/Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance, or Actuarial Science / CA / CFA.
Preferred: CA / CFP / CFA / NISM Investment Advisor / Research Analyst Certificate.
Experience: Minimum 4 years in investment advisory or wealth management roles.
Job Role: Assist in investment advisory, market research, product due diligence, financial analysis, and client portfolio management.
7. Project Development Manager (Business)
Qualification: MBA/PGDM from recognized University/Institution.
Experience: Minimum 5 years in Banking, Wealth Management, or Broking firms (supervisory role preferred).
Job Role: Develop new business partnerships, manage CRM/sales automation, coordinate with operations, create SOPs, track industry trends, and support business strategy and budgeting.
8. Central Research Team (Support)
Qualification: Graduate in Commerce/Finance/Economics/Management/Mathematics/Statistics; Preferred: Post Graduation in the same.
Experience: Minimum 3 years’ experience in financial research, publications, or MIS support.
Skills: Proficiency in Excel, PowerPoint, Bloomberg/Reuters/CRISIL/ICRA tools.
Job Role: Support the Research Team with data aggregation, macroeconomic & sectoral analysis, and preparation of research reports & presentations.
