Job Requirements
Role/Job Title:
Wealth Specialist

Department
: Wealth Management > Sales

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 agile individual who is passionate about wealth management and has a solid 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 (India)
🏢 IDFC FIRST Bank
📍 India