SBI Specialist Officer Recruitment 2025 – Apply Online for 103 SO Posts | Eligibility, Salary & Last Date

The State Bank of India (SBI) has released the Specialist Officer (SO) Recruitment 2025 Notification (Advt. No. CRPD/SCO/2025-26/15) inviting applications for multiple specialist positions on a contract basis. The recruitment drive aims to fill high-level professional roles across Wealth Management, Investment, Research, and Project Development divisions.Interested candidates can apply online through SBI’s official careers page at https://sbi.bank.in/web/careers/current-openings. The online registration and fee payment process will remain open from October 27, 2025 to November 17, 2025.

Overview for SBI Specialist Officer Recruitment

• Organization: State Bank of India (SBI)
• Post Name: Specialist Officer Recruitment
• Advertisement No.: CRPD/SCO/2025-26/15
• Total Vacancies: 103+ posts
• Job Type: Contract
• Application Mode: Online
• Job Location: All over India (State/UT-specific)
• Official Website: sbi.co.in

IMPORTANT DATES

APPLICATION FEES

Vacancy Details

Specialist Officers – 103

Salary

Educational Qualification Details

Specialist Officers

1. Head (Product, Investment & Research)

Mandatory Qualification:

• Graduation or Post-Graduation from a Government-recognized University or reputed institution.

Preferred Qualification:

• Chartered Accountant (CA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or
• NISM Investment Advisor / NISM Research Analyst (21-A) Certification.
  Experience:
• Minimum 15 years of relevant work experience in financial services, investment advisory, and wealth management.
• Out of this, at least 8 years should be in wealth management.

2. Zonal Head (Retail)

Mandatory Qualification:

• Graduate from a Government-recognized University or Institution.

Preferred Qualification:

• MBA in Banking, Finance, or Marketing (minimum 60%) from a recognized University or Institution.
• Additional certifications like CFP, CFA, or NISM Investment Advisor (21-A) are preferred.

Experience:

• Minimum 15 years of experience in managing sales in Wealth Management, Retail Banking, or Asset Management Companies (AMCs).
• At least 5 years should involve leading a large team of Relationship Managers and Team Leads.

3. Regional Head

Mandatory Qualification:

• Graduate from a Government-recognized University or Institution.

Preferred Qualification:

• MBA (Banking/Finance/Marketing) with at least 60% marks, or
• Professional certifications like CFP, CFA, or NISM Investment Advisor / NISM 21-A.

Experience:

• Minimum 12 years of experience in relationship management, preferably in wealth management.
• At least 5 years experience leading a team of Relationship Managers or Team Leads in a bank or AMC.

4. Relationship Manager – Team Lead

Mandatory Qualification:

• Graduate from a Government-recognized University or Institution.

Preferred Qualification:

• MBA (Banking/Finance/Marketing) with 60% marks or
• Certifications such as CFP, CFA, or NISM Investment Advisor / NISM 21-A.

Experience:

• Minimum 8 years of experience in relationship management, preferably in wealth management, banking, or financial services.
• Experience in a team leadership role is desirable.

5. Investment Specialist (IS)

Mandatory Qualification:

• Professional qualification in PG Degree or PG Diploma in any of the following disciplines:
  Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance, or Actuarial Science from a recognized university.
• Alternatively, CA or CFA qualification is also accepted.

Preferred Qualification:

• Additional certifications such as CA, CFP, CFA, NISM Investment Advisor, Research Analyst Certificate, or NISM 21-A.

Experience:

• Minimum 6 years of post-qualification experience** as an investment advisor or product team member** in Wealth Management Firms or AMCs.

6. Investment Officer (IO)

Mandatory Qualification:

• PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance, or Actuarial Science from a recognized institution.
• Alternatively, CA or CFA is acceptable.

Preferred Qualification:

• Additional certifications such as CFP, CFA, NISM Investment Advisor, Research Analyst Certificate, or NISM 21-A.

Experience:

• Minimum 4 years of post-qualification experience** as an investment advisor or counselor** in Wealth Management Firms or AMCs.

7. Project Development Manager (Business)

Mandatory Qualification:

• MBA or PGDM from a Government-recognized University or Institution.

Experience:

• Minimum 5 years of post-qualification experience in banks, wealth management firms, or broking firms.
• Preference will be given to candidates with supervisory experience in business process management or wealth management operations.

8. Central Research Team (Support)

Mandatory Qualification:

• Graduate in Commerce, Finance, Economics, Management, Mathematics, or Statistics from a Government-recognized University or Institution.

Preferred Qualification:

• Post-Graduation in any of the above disciplines will be preferred.

Experience:

• Minimum 3 years of work experience in financial services, preferably in Research, Publications, or MIS departments.

Technical Skills Preferred:

• Proficiency in MS Excel, PowerPoint, Word, and Outlook.
• Familiarity with financial databases such as Bloomberg, Reuters, CRISIL, or ICRA

Age Limit as on 01.04.2025

However, relaxation in upper age limit for categories like SC/ST/OBC/PWBD etc. as per Govt. of India guidelines is applicable.

Exam Pattern

There is no written test for this recruitment. The selection is purely based on shortlisting and interview performance.

1. Shortlisting: Based on qualifications, experience, and suitability for the post.
2. Interview: Carries 100 marks. Qualifying marks will be decided by SBI.
3. CTC Negotiation: May be held post-interview for selected candidates.

Selection Process

The applicants will be shortlisted for engagement on the basis of a system generated merit list.

• The SBI SO selection process includes the following stages:
• Shortlisting of candidates based on eligibility, qualifications, and experience.
• Interview (personal, telephonic, or video-based).
• CTC negotiation with shortlisted candidates.
• Final merit list preparation based on interview marks.

Important Documents

While applying online, candidates must upload the following:

• Recent passport-size photograph
• Signature in black ink
• Resume
• PAN Card and ID proof
• Educational mark sheets and degree certificates
• Experience certificates
• PwBD certificate (if applicable)
• No Objection Certificate

How to Apply

Candidates should follow these steps to apply online:

1. Visit SBI’s official career portal at https://sbi.bank.in/web/careers.
2. Click on Current Openings and find Advertisement No. CRPD/SCO/2025-26/15.
3. Read the full notification carefully before applying.
4. Register yourself using a valid email ID and mobile number.
5. Upload the required documents including photograph, signature, resume, educational certificates, and ID proof.
6. Pay the application fee online.
7. Submit

IMPORTANT LINKS