Relationship Manager - First Wealth

Company overview

IDFC FIRST Bank is a major private-sector bank in India that focuses on modern, customer-first financial solutions. The organization has a strong footprint in retail banking and works to support customers in reaching their financial objectives.

Role summary

The Relationship Manager - First Wealth role is part of the Retail Banking function and sits within Branch Banking, Branch, and Relationship Management. In this position, you will handle and expand a portfolio of high-net-worth clients, serving as their main banking advisor for personalized wealth solutions.

What you will do

• Develop and nurture long-term relationships with high-net-worth customers through consistent interaction and client meetings.
• Assess each client’s financial objectives and risk profile, then recommend suitable investment strategies.
• Promote and cross-sell wealth products such as mutual funds, insurance, and other investment offerings.
• Drive business growth by acquiring new customers and increasing revenue from the existing portfolio.
• Stay informed about market movements and updates in financial products and services.
• Work with internal teams across the bank to deliver a smooth and high-quality customer experience.
• Follow all regulatory guidelines as well as internal policies and operating procedures.

Experience and qualification criteria

This position requires at least 2 years of experience in wealth management or relationship management within banking or financial services. A bachelor’s degree in finance, business, or a related discipline is expected. Certifications such as NISM, AMFI, or IRDAI will be considered an advantage.

Skills and profile

The ideal candidate should bring strong client-handling ability, sales orientation, and a solid understanding of investment products. Good knowledge of the local market and customer behavior is important, along with proficiency in MS Office and related tools.

Additional information

This is a full-time role based in East of Kailash, New Delhi, Delhi 110065, India, within the Retail Banking category.

Who this role suits

This opportunity is best suited to professionals who are energetic, target-driven, and passionate about wealth management and client service.