Wealth Specialist

Vrinda Global; Hubli, Surat, Jodhpur; On-site; INR 900,000 - 1,400,000; Full time

Job summary

IDFC FIRST Bank is seeking an Investment Counsellor to advise clients on wealth management and portfolio strategies across multiple locations in India. You will review portfolios, propose rebalancing actions, and support branch teams with advisory services to drive sustainable AUM growth and client satisfaction.

The role emphasizes regulatory compliance, quality standards, and proactive engagement with RMs to deepen client relationships and deliver value.

Qualifications

• Review and analyze clients existing portfolios to align with risk profile and market outlook.
• Support branch teams in conducting structured portfolio reviews and investment discussions.
• Recommend portfolio rebalancing and tactical actions per advisory framework.
• Drive AUM growth through structured advisory and client deepening.
• Assist cross-sell and up-sell of wealth and investment products with suitability at the forefront.

Responsibilities

• Partner with branch and RM teams to strengthen investment conversations.
• Support client acquisition and wallet share through investment solutions.
• Attend joint client meetings, investment clinics, and branch initiatives.
• Act as primary investment support for frontline teams in allocated geography/portfolio.
• Maintain records of client interactions and portfolio reviews.
• Track AUM movement and advisory metrics for management review.

Skills

Portfolio management

Wealth management

Client advisory

Regulatory compliance

Education

MBA / Finance preferred

AMFI, NISM, CFP / CFA preferred

Tools

Mutual funds

LAS

PMS

AIFs

Job description

Role/Job Title: Investment Counsellor

Location : Surat, Hubli, Jodhpur, Kanpur, Raipur, Rajkot, Trivandrum, Ambala-Karnal-Panipat, Bilaspur, Trichy, Mohali

Department: Wealth Management > Sales

Job Purpose:

IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market.

A. Investment & Portfolio Management

• Review and analyze clients existing portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions
• Support branch teams in conducting structured portfolio reviews and investment discussions with clients.
• Recommend portfolio rebalancing and tactical investment actions in line with market outlook and approved bank investment frameworks
• Drive sustainable AUM growth through structured advisory, portfolio activation, and deepening of existing client relationships.
• Support cross-sell and up-sell of approved wealth and investment products, ensuring suitability and long-term value creation.
• Identify dormant or under-invested client portfolios and work with RMs to improve engagement and investment penetration.
• Contribute to revenue growth while maintaining strong advisory quality metrics.

B. RM & Branch Enablement

• Partner closely with branch and PBG RMs, VRMs, and branch teams to strengthen investment conversations and client engagement.
• Support RMs in client acquisition, relationship deepening, and wallet share enhancement through robust investment solutioning.
• Participate in joint client meetings, investment clinics, and branch-level initiatives to drive wealth business outcomes.
• Act as the primary investment support for the frontline teams within allocated geography/portfolio.

C. Product & Market Expertise

• Maintain deep understanding of IDFC FIRST Banks wealth product suite including mutual funds, LAS, PMS, AIFs, fixed income, insurance, and alternates (as applicable).
• Stay updated on market trends, economic indicators, regulatory developments, and internal investment views.
• Translate investment research and market insights into actionable client-level recommendations.

D. Compliance, Quality & Governance

• Ensure strict adherence to regulatory guidelines, internal policies, and IDFC FIRST Banks ethical advisory standards.
• Maintain high levels of process hygiene, documentation accuracy, and audit readiness.
• Support resolution of compliance observations and proactively mitigate advisory and operational risks.
• Embed a customer-first, transparent, and suitability-driven advisory approach always.

E. Customer Experience & Relationship Management

• Enhance overall client experience by enabling informed, timely, and consistent investment engagement.
• Support resolution of client queries related to portfolio performance, products, and investment execution.
• Work with RMs to strengthen client retention and long-term trust.

F. MIS & Performance Discipline

• Maintain accurate records of client interactions, portfolio reviews, and investment recommendations.
• Track and monitor key business parameters such as AUM movement, product mix, and advisory quality metrics.
• Support management reporting and review forums.

Education Qualifications:

• Post Graduation: Any (MBA / Finance preferred)
• Mandatory / Preferred Certifications: AMFI, NISM (as applicable), CFP / CFA preferred

Work Experience:

• Relevant Work Experience