IDFC First Bank/ RM - Wealth / Delhi - Gurgaaon
- Gurgaon, Haryana Delhi
- Permanent
- Full-time
Department: Wealth Management / Priority Banking
Employment Type: Full-timeJob 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.