First Wealth Relationship Manager

Job Title: First Wealth Relationship Manager (FW RM)

Department: Retail Banking – Wealth / Relationship Management

Experience Required: wealth management / sales / relationship management in banking / financial services

Job Summary

As a First Wealth Relationship Manager at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of affluent and First Wealth clients by providing tailored financial and investment solutions, maintaining strong client relationships, and achieving business growth targets in line with the bank’s objectives.

Key Responsibilities

Client Relationship & Advisory

·           Build, nurture, and manage strong relationships with existing First Wealth clientele.

·           Understand clients’ financial goals, risk profiles, and requirements to offer suitable investment and wealth management solutions.

·           Conduct regular portfolio reviews and provide proactive advice on market trends and investment performance.

Business Development & Sales

·           Actively acquire new clients through referrals, networking, and targeted outreach.

·           Meet and exceed individual and branch-level sales targets related to assets under management (AUM), product penetration, and revenue.

·           Cross-sell relevant banking products such as mutual funds, insurance, deposits, loans, and other wealth offerings.

Collaboration & Compliance

·           Work with cross-functional teams (credit, product, operations) to ensure seamless delivery and execution of solutions.

·           Ensure compliance with all regulatory guidelines, risk standards, and internal processes/policies.

Market Insight & Client Reporting

·           Stay informed on market developments, macroeconomic trends, product innovations, and competitive landscape.

·           Prepare and share investment reports, performance summaries, and tailored recommendations with clients.

Customer Service Excellence

·           Serve as the primary point of contact for First Wealth clients and ensure high standards of service delivery and client satisfaction.

·           Address client queries and concerns promptly and professionally.