IDFC First Bank/ RM - Wealth / Delhi - Gurgaaon

Relationship Manager-Wealth/IDFC FIRST BANK

10 Nos.
111907
Full Time
4.0 Year(s) To 6.0 Year(s)
10.00 LPA TO 13.00 LPA
Accounts / Finance / Tax / CS / Audit
Banking/Financial Services
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.
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.

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  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.

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