Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview: IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and c…
Level: L4 Department: MC DMS Designation: Assistant Manager Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC …
Skills: Negotiation Skills, Managing Teams, Relationship Management, Result Oriented, Multitasking
Level: L4 Department: MC DMS Designation: Assistant Manager Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC …
Skills: Negotiation Skills, Managing Teams, Relationship Management, Result Oriented, Multitasking
Level: L4 Department: MC DMS Designation: Assistant Manager Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC …
Skills: Negotiation Skills, Managing Teams, Relationship Management, Result Oriented, Multitasking
Level: L4 Department: CV DMS Designation: Officer Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC Preferred …
Skills: Negotiation Skills, Team Management, Relationship Management, Multitasking, Portfolio Allocation
Level: L4 Department: MC DMS Designation: Assistant Manager Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC …
Skills: Negotiation Skills, Managing Teams, Relationship Management, Result Oriented, Multitasking
Level: L4 Department: MC DMS Designation: Assistant Manager Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC …
Skills: Negotiation Skills, Managing Teams, Relationship Management, Result Oriented, Multitasking
Level: L4 Department: MC DMS Designation: Assistant Manager Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC …
Skills: Negotiation Skills, Managing Teams, Relationship Management, Result Oriented, Multitasking
Level: L4 Department: CV DMS Designation: Officer Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC Preferred …
Skills: Negotiation Skills, Team Management, Relationship Management, Multitasking, Portfolio Allocation
Level: L4 Department: MC DMS Designation: Assistant Manager Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC …
Skills: Negotiation Skills, Managing Teams, Relationship Management, Result Oriented, Multitasking
Level: L4 Department: MC DMS Designation: Assistant Manager Responsible for: Allocation of portfolio to vendor Location: City Experience: Minimum 2 years of experience, preferably in Financial Services/Banking/FMCG/NBFC …
Skills: Negotiation Skills, Managing Teams, Relationship Management, Result Oriented, Multitasking
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Full-time
bachelor degree, professional certificate
Posted 17d ago
~40 hrs/week
Responsibilities
The Relationship Manager is responsible for managing and growing a portfolio of high net worth clients by providing personalized wealth management solutions. They must meet sales targets, acquire new clients, and ensure compliance with all regulatory and internal bank policies.
Requirements
Candidates must have a minimum of 2 years of experience in wealth management or banking and hold a bachelor's degree in finance or a related field. Relevant certifications such as NISM, AMFI, or IRDAI are considered an added advantage.
Full job description
Job Requirements
Job Requirements
Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank
Company Overview:
IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations.
Location: East of Kailash, New Delhi, Delhi 110065, India
Additional Parameters:
Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products
Excellent communication and interpersonal skills
Proven track record of meeting and exceeding sales targets
Ability to build and maintain strong relationships with clients
Knowledge of local market and customer preferences
Bachelor's degree in finance, business, or related field
Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage
Job Summary:
As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals.
Key Responsibilities:
Build and maintain strong relationships with high net worth clients through regular communication and meetings
Understand clients' financial goals and risk appetite and provide them with customized investment solutions
Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
Keep up-to-date with market trends and changes in investment products and services
Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
Ensure compliance with all regulatory and internal policies and procedures
Qualifications:
Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
Bachelor's degree in finance, business, or related field
Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage
Skills:
Excellent communication and interpersonal skills
Strong sales and negotiation skills
Ability to build and maintain strong relationships with clients
In-depth knowledge of investment products and services
Good understanding of local market and customer preferences
Proficient in MS Office and other relevant software applications
If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us.
For any bank-related queries, please email us at [email protected] or call 1800 10 888 (Toll free).
Industry
Banking
Company size
10,001+ employees
Founded
2015
Headquarters
Mumbai, Maharashtra
LinkedIn followers
1,801,893
Total funding
$1.8B
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Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles:
Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles.
Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions.
Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so.
Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees.
Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store.
Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years.
Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans.
ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility.
Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
Offices: IDFC FIRST Bank Tower, The Square, C-61, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai, Maharashtra 400 051, IN
How many Finance & Accounting jobs are open in Ahmedabad, India right now?
There are currently 293 open finance & accounting positions in Ahmedabad, India listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Ahmedabad, India?
Companies currently hiring include Kotak Mahindra Bank, IDFC FIRST Bank, Bajaj Auto Ltd, Digitide, Kraft Heinz, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Ahmedabad, India?
Yes — 6 of the 293 open finance & accounting positions offer remote or hybrid work (3 remote, 3 hybrid).
How do I apply for Finance & Accounting jobs in Ahmedabad, India?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.