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SBI SO Recruitment 2026, Salary upto Rs 1.99 crore

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SBI has released the notification for recruitment of candidates to various posts – Central Research Team (Product Lead), Project Development Manager (Technology), Manager (Business Process), Central Operations Team (COT) Support, Head Sales.

Important Dates

Post NameLast Date for RegistrationLast Date for Payment
Central Research Team (Product Lead)21.10.202621.10.2026
Project Development Manager (Technology)21.10.202621.10.2026
Manager (Business Process)21.10.202621.10.2026
Central Operations Team (COT) Support21.10.202621.10.2026
Head Sales21.10.202621.10.2026

Details of Posts/Vacancies

Sl. No.Name of PostRegular VacanciesBacklog VacanciesTotal VacanciesPwBD VacancyAge (Min–Max)
1Head SalesUR – 1Nil1Nil40–52 Years
2Central Research Team (Product Lead)SC – 1, UR – 1Nil2Nil30–45 Years
3Manager (Business Process)UR – 1Nil1Nil30–40 Years
4Project Development Manager (Technology)UR – 1Nil1Nil25–40 Years
5Central Operations Team (COT) SupportOBC – 1Nil1VI – 130–40 Years

Age Criteria

Sl. No.Name of PostAge (Min–Max)
1Head Sales40–52 Years
2Central Research Team (Product Lead)30–45 Years
3Manager (Business Process)30–40 Years
4Project Development Manager (Technology)25–40 Years
5Central Operations Team (COT) Support30–40 Years

Salary

Sl.Name of PostCTC Upper Limit (Rs In Lakhs)
1.Head Sales199.00
2.Central Research Team (Product Lead)77.20
3.Manager (Business Process)47.20
4.Project Development Manager (Technology)47.20
5.Central Operations Team (COT) Support37.20

Eligible for Performance Linked Pay and Annual Increment based on the performance rating measured as per Bank’s Policy.

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Post Name: Head Sales

Job DetailsInformation
Post NameHead Sales
Educational QualificationMandatory: MBA/PGDM from reputed colleges/universities
Preferred QualificationCFP / CFA / NISM V-A / NISM 21-A
Experience RequiredMinimum 15 years of experience in managing sales teams in Wealth Management / Retail Banking / AMCs
Leadership ExperienceMinimum 8 years of experience leading a large team of Relationship Managers and Team Leads, preferably in Wealth Management firms or Asset Management Companies (AMCs)
SBI Group EmployeesCandidates working in SBI Group companies must produce a No Objection Certificate (NOC) from their employer while applying
Specific SkillsExperience in managing large management teams
Product KnowledgeExcellent knowledge of Equity Products, PMS, AIF, Mutual Funds and Advisory
CRM ExposureExperience/exposure to CRM
Performance & LeadershipProven track record of high performance and leadership
National-Level ExperienceRelevant work experience at a national level with large Wealth Management organisations
Team ManagementExperience managing a large team of Relationship Managers and Team Leads at a national level
Interview AssessmentThe above skills will be tested during the interview
Job ProfileDefine and implement marketing strategies for Wealth Management in line with corporate vision
Sales & ServiceEnsure that sales and service levels fixed for Relationship Managers are met
Wealth RM ManagementDesign, implement and monitor sales and services for Wealth RMs/VP/AVP
Performance ReviewsConduct individual and joint performance reviews with Circle functionaries
Coaching & MentoringMeasure RM performance and provide coaching and mentoring to RMs and Acquisition Teams
Customer SatisfactionAchieve desired customer satisfaction levels, retain existing customer portfolios and drive targeted growth
Technology & SolutionsLiaise with other departments and external agencies to provide best-in-class technology-driven solutions
KRA – SalesAchieve sales targets for the Wealth Management business
KRA – Team ManagementManage Zonal Heads and Regional Heads and ensure achievement of budgets by their RM teams
KRA – ComplianceEnsure Relationship Manager teams follow all guidelines, systems and procedures
Customer InstructionsEnsure all customer instructions are executed on the same day
Regulatory CertificationEnsure teams have the necessary certifications to comply with SEBI/IRDA instructions
KRA – Training & DevelopmentEnsure all sales teams are properly trained and arrange investment seminars to promote financial awareness
Customer EngagementArrange customer meets and launch campaigns
Customer SatisfactionEnsure high levels of customer satisfaction
Knowledge SharingArrange investment sessions/meetings and facilitate knowledge sharing
Other ResponsibilitiesAny other matter entrusted by the Bank from time to time

Post Name: Central Research Team (Product Lead)

Job DetailsInformation
Post NameCentral Research Team (Product Lead)
Educational QualificationMandatory: MBA/PGDM from a recognized College/University or CA/CFA
Preferred QualificationNISM Investment Advisor / Research Analyst Certificate / CFP / NISM 21A or 21B
Experience RequiredMinimum 5 years in Equity Research/Products in Wealth Management / AMC (Mutual Funds) / Banks
SBI Group EmployeesCandidates working in SBI Group companies must produce a No Objection Certificate (NOC) from their employer while applying
Preferred SkillsMinimum 8 years’ experience in Equity/Fixed Income Research / MF Research Analytics
Economic KnowledgeExcellent knowledge of local and global economic trends
Market KnowledgeExcellent knowledge of local Primary/Secondary Equity Markets, Fixed Income, PMS, AIF, MF and Structured Products schemes in India
Research & PublicationsExperience in creating views and research-based publications on capital market/sector trends
Analytical ToolsProficiency in Excel, Modelling Techniques, Bloomberg, Reuters, Morning Star and CRISIL databases
Product KnowledgeUnderstanding of exchange-traded products including Bonds, INVITs, MLDs, REITs and Section 54 EC Bonds
InterviewSpecified skills will be tested at the time of interview
Job ProfileWork closely with Head – Product, Investment & Research and manage the wealth products programme
Product ResearchPrepare product notes, market updates and investment outlook; evaluate latest product offerings
Market DataLiaise with market data aggregators and research report providers
Product QueriesHandle queries related to wealth products and prepare product-related notes
Wealth Product TrendsUnderstand current trends in wealth products
Equity Market ResearchCreate forward-looking views on equity markets and specific sectors; undertake fixed-income research
Market UpdatesProvide regular updates on developments in equity markets
Product AnalysisAnalyse PMS/AIF/MF/Structured Product scheme offerings and conduct due diligence before approval
Equity Market CoordinationLiaise with other departments and outside agencies for equity market activities
Portfolio AnalyticsAnalyse Equity PMS/AIF/other wealth products and client portfolios
Team InteractionRegular interaction with Investment and Relationship Manager (RM) teams
Knowledge SharingArrange investment sessions/meetings and facilitate knowledge sharing
Other ResponsibilitiesAny other matter entrusted by the Bank from time to time

Post Name: Manager (Business Process)

Job DetailsInformation
Post NameManager (Business Process)
Educational QualificationMandatory: MBA/PGDM from a Government-recognised University or Institution
Experience RequiredMandatory: Minimum 5 years of post-qualification experience in Bank / Wealth Management Firms / Broking Firms
Preferred ExperienceExperience in business processes in the Wealth Management area
SBI Group EmployeesCandidates working in SBI Group companies must produce a No Objection Certificate (NOC) from their employer while applying for any post
Interview AssessmentPreferred skills will be tested at the time of interview
Job ProfileMonitor activities essential to the sales force
CRMDrive and implement CRM initiatives
Sales Force AutomationManage automation initiatives such as FD rollover projects, inflow/outflow management and capacity planning
Process ImplementationManage process implementation through sales and back-office teams
Wealth PropositionDesign, customize and deliver wealth propositions for selected customer segments
Sales & Customer EducationDevelop and support sales and customer education programmes
Planning & BudgetingAssist in annual planning and budgeting
P&L ManagementManage P&L and support the Business Head in prioritizing growth-related expenses
Business ReviewEstablish business review processes and performance parameters
Market AnalysisTrack industry trends, market structure, key market players and competitors
Internal CoordinationLiaise with internal Bank teams to improve TATs and strengthen SBI Wealth propositions
Business Processes & PoliciesDesign business processes and policies covering the complete client lifecycle
HR CoordinationWork with HR to provide assistance and clarify the application of sales compensation policies
Business InitiativesSupport the Sales Head in developing and launching initiatives to analyse existing activities and explore new market opportunities
Key Responsibility Areas (KRAs)Sales force monitoring, CRM implementation, sales force automation, process management, wealth proposition, customer education, planning, budgeting, P&L management and business reviews
Other ResponsibilitiesAny other matter as may be entrusted by the Bank from time to time

Post Name: Project Development Manager (Technology)

Job DetailsInformation
Post NameProject Development Manager (Technology)
Educational QualificationMandatory: BE / B.Tech / ME / M.Tech / MBA / MMS / PGDM / PGDBM from a Government-recognised University or Institution
Experience RequiredMandatory: Minimum 4 years of experience in Banking Technology, preferably in a business function
SBI Group EmployeesCandidates working in SBI Group companies must produce a No Objection Certificate (NOC) from their employer while applying for any post
Job ProfileManage relationships with technology partners
Business RequirementsUnderstand and communicate business requirements to IT teams and technology partners
Technology DevelopmentWork closely with Bank IT teams to ensure timely completion and delivery of technology developments
IT & Business CoordinationCoordinate with various Bank IT and business teams for new developments, integrations and bug fixes in existing Bank platforms
Operating ManualsCreate and document operating manuals for technology interfaces at the user level
Key Responsibility Areas (KRAs)Technology partner management, business requirement communication, development delivery, IT/business coordination, platform integration and bug-fix management
Other ResponsibilitiesPerform any other matter as may be entrusted by the Bank from time to time

Post Name: Central Operations Team (COT) Support

Job DetailsInformation
Post NameCentral Operations Team (COT) Support
Educational QualificationMandatory: Graduate from a Government-recognised University or Institution
Experience RequiredMandatory: Minimum 3 years of experience in Financial Services, Investment Advisory, Private Banking or Wealth Management Solution Providers
Relevant ExperienceOut of the above, minimum 2 years of experience in Central Operations in the Wealth Management business
SBI Group EmployeesCandidates working in SBI Group companies must produce a No Objection Certificate (NOC) from their employer while applying for any post
Specific SkillsExcellent knowledge of Equity Products, Structured Products, PMS, Mutual Funds and Advisory
Job ProfileEnsure timely and effective completion of daily operations, AMC coordination, CPA generation and upload, End-of-Day activities and other Central Operations functions
End-of-Day ActivitiesManage and complete all End-of-Day operational activities
CPA Generation & UploadGenerate and upload CPA-related files/documents
Feed FilesFetch feed files from RTAs / DWP / CRISIL
Investor DocumentsUpload documents for new investors
AMC CoordinationCoordinate with Asset Management Companies (AMCs)
Order ReconciliationPerform order reconciliation and ensure accuracy
PMS Data UploadUpload and maintain PMS-related data
TroubleshootingHandle troubleshooting and rectification tasks related to Central Operations
Key Responsibility Areas (KRAs)End-of-Day activities, CPA generation/upload, feed file management, investor document uploads, AMC coordination, order reconciliation and PMS data upload
Other ResponsibilitiesAny other matter as may be entrusted by the Bank from time to time

Selection Process

The selection process will consist of shortlisting of candidates, followed by one or more rounds of Personal/Video Interview and CTC Negotiation, as applicable.

Shortlisting

Mere fulfilment of the minimum educational qualification and experience does not guarantee that a candidate will be called for an interview. The Shortlisting Committee constituted by the Bank will decide the parameters for shortlisting and the number of candidates to be shortlisted.

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The decision of the Bank regarding shortlisting and calling candidates for interview will be final. No correspondence will be entertained in this regard.

Call Letter for Interview

The interview call letter/intimation will be sent through email or uploaded on the Bank’s official website. No hard copy of the call letter will be sent to the candidates.

Interview

The interview will carry 100 marks. The qualifying marks for the interview will be decided by the Bank. The decision of the Bank in this regard will be final and no correspondence will be entertained.

CTC Negotiation

The Bank may negotiate the Cost to Company (CTC) with shortlisted/provisionally qualified candidates, as applicable, through either of the following modes:

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a) CTC Negotiation at the Time of Interview:
CTC negotiation may be conducted individually with the candidate during the interview, either one-by-one during the interview or after completion of the interview process on the same day.

b) CTC Negotiation After the Interview:
CTC negotiation may be conducted separately either on the same day after completion of the interview process or on a subsequent date, as decided by the Bank.

Where CTC negotiation is conducted separately, candidates will be called for negotiation in order of merit.

If a provisionally selected candidate does not agree to the CTC offered by the Bank, the candidate will be treated as having voluntarily exited the recruitment process. In such a case, the next candidate in the order of merit may be considered for CTC negotiation, subject to fulfilment of the prescribed eligibility criteria and other applicable conditions.

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The Bank reserves the right to decide the mode, date and procedure for CTC negotiation.

Merit List

The merit list for selection will be prepared in descending order based solely on the marks obtained in the interview.

In case more than one candidate obtains the same cut-off marks, such candidates will be ranked in the merit list according to their age in descending order.

Application Fees

  • General / OBC / EWS: ₹750/-
  • SC / ST / PwBD: ₹0/
  • Payment Mode: Online

Notification PDF & Apply Online Form Link

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Abhay Singh Parihar

Abhay Singh Parihar is a finance news writer who covers banking, economy, government policies, and financial updates. He regularly writes about public sector banks, private banks, RBI updates, jobs, and important financial rules.
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