First Wealth Relationship Manager

First Wealth Relationship Manager (FWRM) – IDFC FIRST Bank

Company: IDFC FIRST Bank
Position: First Wealth Relationship Manager (FWRM)
Location: Mumbai
CTC: Up to ₹13.8 LPA
Age Limit: Maximum 33 Years
Experience: Minimum 4 years of relevant experience

Job Overview

IDFC FIRST Bank is looking for experienced First Wealth Relationship Managers (FWRM) to manage and grow relationships with HNI and Affluent customers . The role focuses on portfolio management, AUM growth, client acquisition and providing customized wealth solutions.

Key Responsibilities

• Manage and deepen relationships with HNI & Affluent clients .
• Manage and grow the assigned customer portfolio and AUM .
• Acquire new HNI/Affluent clients through referrals, networking and self-sourcing.
• Understand client financial requirements and provide suitable wealth/investment solutions .
• Drive cross-selling and upselling of Mutual Funds, Insurance, Bonds, PMS/AIF, Fixed Deposits and other investment products .
• Generate revenue through portfolio growth and product penetration.
• Ensure high-quality client servicing and long-term relationship retention.
• Maintain compliance with banking, KYC and regulatory requirements.

Key Skills Required

• Wealth Management
• HNI / Affluent Client Handling
• Relationship Management
• Portfolio Management
• AUM Management & Growth
• Client Acquisition
• Investment & Financial Products
• Mutual Funds / Insurance / Bonds / PMS / AIF
• Cross-Selling & Revenue Generation
• Strong Communication & Client Management

Preferred Candidate Profile

Candidates from Banking, Wealth Management, Private Banking, NBFC or Financial Services with strong experience in HNI/Affluent relationship management will be preferred.

Interested candidates can share their updated CV for consideration.