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Wealth Manager New Delhi

Published date: 2026/11/07
  • Location: Delhi, New Delhi, India
Job Title - Wealth Manager Business Unit -Retail Banking Function - Wealth, Retail Banking Job Purpose : The role would be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for all banking needs. Roles & Responsibilities: Procuring the potential clients through networking, database, market analysis and references Develop and manage the fund selection models Product due diligence to understand the qualitative aspects of the products Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements Financial goal setting and planning and prepare investment proposals for the clients Liaison with operations team to resolve queries and revenue generation Ensuring highest levels of customer service to the customer acquired Assure adherence to the guidelines set by the bank Gather latest Market intelligence and track and benchmark against best practices in competitor banks Be up-to-date with equity and debt markets by going through investment reports/concall Knowledge of all the asset classes - equity, fixed income
Company Name: WP-Buddy

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