Relationship Manager-Wealth/IDFC FIRST BANK
Job Description:
Job Title: Relationship Manager – Wealth Management
Location: Delhi & Gurugram
Department: Wealth Management / Priority Banking
Employment Type: Full-time
Job Purpose:
To manage and grow a portfolio of high-net-worth individuals (HNIs) by offering customized financial solutions, wealth products, and advisory services, ensuring long-term relationship management and business growth.
Key Responsibilities:
- Acquire and manage HNI clients through networking, references, and lead generation.
- Understand client needs and offer tailored financial solutions including:
- Mutual Funds, Insurance, PMS, Bonds, and other investment products.
- Conduct regular portfolio reviews and risk assessments for clients.
- Deepen wallet share through cross-selling of banking and wealth products.
- Coordinate with product teams and operations for seamless service delivery.
- Ensure compliance with regulatory guidelines and internal policies.
- Maintain documentation and client records as per audit and compliance norms.
Key Skills :
Company Profile
We are the first --- to offer monthly credit on savings accounts. Our credit cards have no hidden charges. We offer Lifetime Free without minimum spend conditions, never-expiring rewards points, zero interest on cash withdrawal at ATMs, dynamic low APR and much more. Fees if any are transparent and described neatly in a manner a common person can understand. Every product offered by the --- is customer friendly, most often the best in the industry.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.