IDFC FIRST Bank | Wealth Specialist

Key roles & responsibilities

• As a leading financial institution, we are committed to providing our clients with the best investment solutions and services.
• We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market.
• Review and analyze clients’ existing portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions.
• Support branch teams in conducting structured portfolio reviews and investment discussions with clients.
• Drive sustainable AUM growth through structured advisory, portfolio activation, and deepening of existing client relationships.
• Support cross-sell and up-sell of approved wealth and investment products, ensuring suitability and long-term value creation.
• Identify dormant or under-invested client portfolios and work with RMs to improve engagement and investment penetration.
• Contribute to revenue growth while maintaining strong advisory quality metrics.
• Partner closely with branch and PBG RMs, VRMs, and branch teams to strengthen investment conversations and client engagement.
• Support RMs in client acquisition, relationship deepening, and wallet share enhancement through robust investment solutioning.
• Participate in joint client meetings, investment clinics, and branch-level initiatives to drive wealth business outcomes.
• Act as the primary investment support for the frontline teams within allocated geography/portfolio.
• Maintain deep understanding of IDFC FIRST Bank’s wealth product suite including mutual funds, LAS, PMS, AIFs, fixed income, insurance, and alternates (as applicable).
• Ensure strict adherence to regulatory guidelines, internal policies, and IDFC FIRST Bank’s ethical advisory standards.
• Maintain high levels of process hygiene, documentation accuracy, and audit readiness.
• Support resolution of compliance observations and proactively mitigate advisory and operational risks.
• Recommend portfolio rebalancing and tactical investment actions in line with market outlook and approved bank investment frameworks
• Translate investment research and market insights into actionable client-level recommendations.
• Support resolution of client queries related to portfolio performance, products, and investment execution.
• Work with RMs to strengthen client retention and long-term trust.
• Maintain accurate records of client interactions, portfolio reviews, and investment recommendations.
• Track and monitor key business parameters such as AUM movement, product mix, and advisory quality metrics.
• Support management reporting and review forums.

Requirements

• Enhance overall client experience by enabling informed, timely, and consistent investment engagement.
• Mandatory / Preferred Certifications: AMFI, NISM (as applicable), CFP / CFA preferred.

IDFC FIRST Bank

IDFC FIRST Bank is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "At IDFC FIRST Bank we provide comprehensive personal banking services tailored to your needs."

CA Samaaj lists IDFC FIRST Bank's current India openings for finance, accounts, audit and tax professionals, taken from its official careers site (careers.idfcfirst.bank.in) and checked regularly to remove closed jobs. Recent roles are based in Mumbai, Jaipur, Thane and Bengaluru.

• Industry: BFSI / Investments / Insurance