Investment Specialist (IS) – SBI
Quick Info
- Vacancies
- Vacancies: 9
- Pay Scale
- Pay Scale: ₹4,450,000 per year
- Qualification
- Qualification: Candidates must possess a postgraduate degree or postgraduate diploma in Finance/Accounting/Business Management/Commerce/Economics/Capital Market/Banking/Insurance/Actuarial Science or be a CA/CFA. Certifications such as CFP, CFA, NISM Investment Advisor, NISM Research Analyst, or NISM 21-A are preferred.
- Experience Required
- Experience Required: Minimum 6 years of post-qualification experience as an investment advisor/consultant/officer or part of a product team in wealth management firms or asset management companies is required. Preferred experience includes good knowledge of investment and markets across asset classes, client portfolio management, asset allocation, and experience in fixed income, equity, and alternative markets.
- Age Limit
- Age Limit: Between 28 to 42 years
- Application Mode
- Application Mode: Apply Online
- Deadline
- Deadline:
The Investment Specialist (IS) role at SBI offers a dynamic opportunity for finance professionals to provide expert investment advice and support to wealth management teams, with a consolidated pay of ₹44,50,000 per annum. This position is crucial for developing and implementing financial plans for clients, conducting market research, and preparing presentations on investment products. Candidates with a postgraduate degree or diploma in finance, accounting, or business management, along with at least 6 years of post-qualification experience in an investment advisory role, will find this a challenging and rewarding career path.
- This role is essential for providing specialized investment insights and supporting wealth management teams in client engagement.
- Candidates will be responsible for conducting thorough market research and preparing comprehensive presentations on various investment products.
- The position requires a strong understanding of asset allocation, rebalancing techniques, and diverse investment categories, including fixed income, equity, and alternative markets.
- Applicants should possess excellent communication and presentation skills to effectively convey complex financial information to clients and internal teams.
- Success in this role contributes to enhancing client portfolios and achieving the bank's wealth management objectives through informed investment strategies.
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Additional Salary Information
The Investment Specialist (IS) position offers a CTC upper limit of ₹44,50,000 per annum, which includes a fixed salary of ₹30,00,000, vehicle, mobile, and medical allowances of ₹0.92,000, and performance-linked pay ranging from 0% to 45% of the fixed salary, with an annual increment band of 0% to 25%.
Important Dates
Selection Process
Shortlisting of candidates based on eligibility and experience.
Personal/Telephonic/Video Interview (100 marks).
CTC negotiation.
Merit list prepared based on marks obtained in the interview, with age used as a tie-breaker.
Application Fees
General/EWS/OBC: ₹750 SC/ST/PwBD: Nil
Reservation
UR: 3 OBC: 2 SC: 1 ST: 0 EWS: 0 Total: 9
How to Apply
- Visit the SBI careers website: https://sbi.bank.in/web/careers/current-openings.
- Click on the relevant advertisement link.
- Download and carefully read Advertisement No. CRPD/SCO/2026-27/23.
- Register online and pay the application fee using Internet Banking/Debit Card/Credit Card.
- Upload your latest photograph and signature as per specifications.
- Fill the application form carefully and submit it.
- Print the system-generated online application form for future reference.
Frequently Asked Questions
The Investment Specialist (IS) position at SBI offers a consolidated pay of ₹44,50,000 per annum.
Applicants must have a postgraduate degree or diploma in Finance/Accounting/Business Management/Commerce/Economics/Capital Market/Banking/Insurance/Actuarial Science or CA/CFA. Certifications like CFP/CFA/NISM Investment Advisor/Research Analyst/NISM 21-A are preferred.
The age limit for the Investment Specialist (IS) position is between 28 and 42 years as of August 31, 2026.