Relationship Manager-First Wealth

IDFC FIRST Bank; Delhi; On-site; INR 600,000 - 1,200,000; Full time

Job summary

IDFC FIRST Bank is seeking a Relationship Manager – First Wealth in New Delhi to manage a portfolio of high net worth clients and provide personalized wealth management solutions.

You will build trusted relationships, tailor investment strategies, and cross-sell funds, insurance, and related products while meeting sales targets and ensuring regulatory compliance.

Join a dynamic retail banking team and play a key role in growing private wealth services in a fast-paced market.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Minimum 2 years of wealth management or relationship management experience.
• Strong knowledge of investment products such as mutual funds and insurance.
• Excellent communication, interpersonal, sales, and negotiation skills.
• Proven track record of meeting and exceeding sales targets.
• Ability to build and maintain strong client relationships and understand local market preferences.
• Proficiency in MS Office and related software.
• Certs like NISM, AMFI, IRDAI are advantageous.

Responsibilities

• Build and maintain strong relationships with high net worth clients through regular communication and meetings.
• Understand clients’ financial goals and risk appetite and provide customized investment solutions.
• Cross‑sell wealth management products and services including mutual funds and insurance.
• Meet and exceed sales targets by acquiring new clients and increasing business from existing clients.
• Keep up-to-date with market trends and changes in investment products and services.
• Collaborate with other departments to deliver a seamless customer experience.
• Ensure compliance with all regulatory and internal policies and procedures.

Skills

Wealth management

Relationship building

Sales effectiveness

Communication skills

Negotiation skills

Market awareness

Education

Bachelor's degree in finance or related field

Tools

MS Office

Job description

Company Overview

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer‑centric financial solutions. With a strong presence in the retail banking sector, we help customers achieve their financial goals and aspirations.

Job Title

Relationship Manager – First Wealth

Job Type

Full‑Time

Job Category

Retail Banking

Department

Retail Banking > Branch Banking > Branch > Relationship Management

Location

East of Kailash, New Delhi, Delhi 110065, India

Job Summary

As a Relationship Manager – First Wealth, you will manage and grow a portfolio of high net worth clients, providing personalized wealth management solutions to help them achieve their financial goals.

Key Responsibilities

• Build and maintain strong relationships with high net worth clients through regular communication and meetings
• Understand clients’ financial goals and risk appetite and provide customized investment solutions
• Cross‑sell wealth management products and services, including mutual funds, insurance, and other investment products
• Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
• Keep up‑to‑date with market trends and changes in investment products and services
• Collaborate with other departments and teams to deliver a seamless and exceptional customer experience
• Ensure compliance with all regulatory and internal policies and procedures

Qualifications

• Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
• Bachelor’s degree in finance, business, or a related field
• Strong knowledge of investment products and services such as mutual funds, insurance, and other wealth management products
• Excellent communication, interpersonal, sales, and negotiation skills
• Proven track record of meeting and exceeding sales targets
• Ability to build and maintain strong client relationships and understand local market preferences
• Proficiency in MS Office and other relevant software applications
• Relevant certifications such as NISM, AMFI, or IRDAI are advantageous

If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager – First Wealth. Take the first step toward a rewarding career with us.