IDFC First Bank/ RM

1 week ago


Delhi Gurgaon, India Acura Solution Full time ₹ 20,00,000 - ₹ 25,00,000 per year


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.


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