Post Educational Qualification (Mandatory) Post-Qualification Experience (Mandatory) Zonal Head (Retail) Graduate from a Government-recognized University/Institution (MBA in Banking/Finance/Marketing and CFP/CFA/NISM certifications preferred) Minimum 15 years in managing sales in Wealth Management/Retail Banking/AMCs, including at least 5 years leading a large team of Relationship Managers and Team Leads Regional Head (RH) Graduate (MBA and CFP/CFA/NISM certifications preferred) Minimum 12+ years in relationship management, preferably in wealth management with leading banks/wealth firms/AMCs, including 5+ years leading a large team Relationship Manager–Team Lead Graduate (MBA and CFP/CFA/NISM certifications preferred) Minimum 8 years in relationship management, preferably in wealth management; experience as a Team Lead preferred Investment Specialist (IS) PG Degree/Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance, or Actuarial Science, or CA/CFA Minimum 6 years of post-qualification experience as an investment advisor/counsellor/officer/product-team member in Wealth Management Firms/AMCs Investment Officer (IO) PG Degree/Diploma as above, or CA/CFA Minimum 4 years of post-qualification experience as above VP Wealth Graduate (MBA and NISM V-A/XXI-A/CFP/CFA preferred) Essential: 6 years in sales & marketing with leading banks/wealth firms/AMCs. Preferred: minimum 6 years as a Relationship Manager or similar role in wealth management AVP Wealth Graduate (PG in finance/marketing/banking preferred; NISM V-A/XXI-A/CFP/CFA preferred) 3 years in sales & marketing with leading banks/wealth firms/AMCs, or 4 years as an SBI Wealth CRE. Preferred: minimum 3 years as a Relationship Manager or similar role in wealth management All qualification and experience criteria are reckoned as on 31-08-2026. Teaching and training experience will not be counted for eligibility, and experience of less than six months in any organization will not be considered.

The application fee and intimation charges (non-refundable) are ₹750 for UR/EWS/OBC candidates; there is no fee for SC/ST/PwBD candidates. Fees must be paid online through the payment gateway integrated with the application, using Debit Card, Credit Card, or Internet Banking. The fee, once paid, will not be refunded or adjusted for any other examination or selection.

Shortlisting: mere fulfilment of minimum qualification and experience does not entitle a candidate to be called for interview; the shortlisting committee decides the parameters and number of candidates called. Interview: one or more rounds of personal, telephonic, or video interview, carrying 100 marks; the qualifying marks are decided by the Bank. CTC Negotiation: conducted individually with shortlisted candidates, at the time of interview or after completion of the interview process. Merit List: prepared in descending order based on interview scores only; candidates tied at the cut-off mark are ranked by age, in descending order.