Relationship Manager - First Wealth

Role Overview

This position is for a Relationship Manager focused on the First Wealth segment at IDFC FIRST Bank. The role sits within retail banking and branch banking, and is based in East of Kailash, New Delhi, Delhi 110065, India.

About the Bank

IDFC FIRST Bank is a major private-sector bank in India with a strong retail banking presence. The organization emphasizes customer-focused and innovative financial offerings designed to help clients work toward their financial objectives.

What the Role Involves

The selected professional will manage and expand a portfolio of high-net-worth clients, serving as their main point of contact for tailored wealth solutions. The role requires understanding client goals, recommending suitable investment options, and supporting business growth through relationship management and product cross-selling.

Core Responsibilities

• Develop and sustain trusted relationships with high-net-worth customers through consistent engagement and client meetings.
• Assess each client’s financial objectives and risk tolerance, then recommend suitable investment strategies.
• Promote wealth products and services such as mutual funds, insurance, and other investment solutions.
• Drive business growth by acquiring new customers and increasing wallet share from existing clients.
• Stay informed about market movements and updates in investment offerings.
• Work closely with internal teams to deliver a smooth and high-quality customer experience.
• Follow all regulatory requirements as well as internal policies and operating procedures.

Required Profile

• At least 2 years of experience in wealth management or relationship management within banking or financial services.
• Solid understanding of investment products and wealth management services, including mutual funds and insurance.
• Strong verbal and written communication with good interpersonal abilities.
• Demonstrated ability to achieve and surpass sales goals.
• Capability to establish and nurture long-term client relationships.
• Awareness of the local market and customer behaviour.
• Bachelor’s degree in finance, business, or a related discipline.
• Professional certifications such as NISM, AMFI, or IRDAI are considered beneficial.

Additional Skills and Competencies

• Consultative selling
• Negotiation
• Client portfolio management
• Relationship building
• Wealth product knowledge
• Market awareness
• MS Office proficiency
• Cross-functional coordination

Who Should Apply

Applicants with a background in wealth management or relationship management and an interest in client advisory, sales, and customer service are well suited for this role.

Additional Information

This is a full-time position in the Retail Banking function, specifically under Branch Banking and Relationship Management. The role does not mention any stipend or salary details, number of openings, start date, or application deadline.

Why This Role

This opportunity is ideal for someone who is ambitious, client-oriented, and motivated to build a career in wealth management while delivering strong customer outcomes.