Relationship Manager - First Wealth / Current Account / NRI

About IDFC FIRST Bank

IDFC FIRST Bank stands among India’s prominent private sector banks, driven by a commitment to ethical practices and leveraging technology to deliver superior financial products. Born from the merger of IDFC Ltd and Capital First, the bank transformed from focusing on infrastructure financing to a diversified retail-led financial institution serving over 60,000 locations nationwide. The bank offers innovative customer-first banking solutions including zero fees on savings accounts and lifetime free credit cards.

Role Summary

We are seeking an experienced Relationship Manager for our First Wealth segment to manage and expand a portfolio of high net worth individuals. The role will involve delivering tailored wealth management solutions and supporting clients in achieving their financial objectives through personalized service and product recommendations.

Key Duties

• Develop and sustain strong, trust-based relationships with high net worth clients through consistent interaction.
• Assess clients’ financial goals and risk tolerance to recommend customized investment strategies.
• Promote a variety of wealth management offerings such as mutual funds, insurance, and other investment products.
• Consistently meet and aim to surpass sales targets by attracting new clients and growing existing accounts.
• Stay informed about market developments and evolving financial products.
• Work collaboratively with internal departments to provide a smooth, comprehensive banking experience.
• Ensure full compliance with regulatory requirements and internal guidelines.

Required Qualifications and Experience

• At least 4-5 years of experience in wealth or relationship management within banking or financial services.
• Bachelor’s degree in finance, business administration, or a related discipline.
• Professional certifications such as NISM, AMFI, or IRDAI will be advantageous.

Skills and Competencies

• Outstanding communication and interpersonal skills to engage clients effectively.
• Strong selling and negotiation capabilities.
• Deep understanding of investment products, wealth management services, and local market dynamics.
• Proficient with MS Office and relevant software platforms.

Work Location and Application Details

Position is based in Chennai, with walk-in interviews held at IDFC Mount Road branch, No 249, Ground Floor, Unit 2-2C, Anna Salai, opposite IBIS Hotel, Royapettah, Chennai, Tamil Nadu 600006 on August 14 from 9:30 AM to 4:00 PM.