https://sbi.bank.in/web/careers/current-openings

ADVERTISEMENT NO: CRPD/SCO/2026-27/24

Educational Qualification (As on 31.08.2026)

Mandatory: MBA/PGDM from recognized College/University or CA/CFA

Preferred: NISM Investment Advisor / Research Analyst Certificate/CFP /NISM 21A or 21B.

Post-Qualification Experience (As on 31.08.2026) $$ (as explained above)

Mandatory: Minimum 5 years in Equity Research/Products experience in Wealth Management / AMC (Mutual Funds) / Banks. (The candidates who are working in SBI Group companies will have to produce “No objection Certificate (NOC)” from the employer while applying for any post) Specific Skills required (if any)

Preferred Skills

i. Minimum 8 years’ experience in Equity/Fixed Income Research/MF Research Analytics.

ii. Excellent Knowledge on local and global economic trends.

iii. Excellent Knowledge on local Primary/Secodary Equity Markets/Fixed Income and on PMS/AIF/MF/ Structured Products schemes in India.

iv. Experience in creating views and research-based publications on capital Market / sector trends.

v.



Proficiency in using Excel / Modeling techniques / Bloomberg / Reuters /Morning Star / CRISIL databases.

vi. Flair for equity, understanding of all exchange traded products including bonds, INVIT, MLDs, REITs, Section 54 EC Bonds. (these skills will be tested at the time of interview)

Job profile

The Official would work closely with Head (Product, Investment & Research) and would be responsible for running program of wealth products and liaise with Market data Aggregators and Research providers.

The Official will be responsible to prepare product notes, market updates, investment outlook and evaluating latest product offering in addition to handling all queries related to products.

He will also require to prepare notes related to products. Key Responsibility Areas The Official would work closely with Head--(Product, Investment & Research) Any other matter, as may be entrusted by the Bank from time to time.

📌 Wealth management product lead (Mumbai)
🏢 State bank of india
📍 Mumbai