Job Purpose:
IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. 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.
Key Roles & Responsibilities
- Investment & Portfolio Management
- Review and analyse 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.
- Recommend portfolio rebalancing and tactical investment actions in line with market outlook and approved bank investment frameworks
- 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 solid advisory quality metrics.
- RM & Branch Enablement
- 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.
- Product & Market Expertise
- Maintain deep understanding of IDFC FIRST Bank’s wealth product suite including mutual
📌 Wealth Specialist (Delhi)
🏢 IDFC FIRST Bank
📍 Delhi
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