Wealth Specialist
Rajkot, SuratFull-timeJunior levelPosted 2 weeks ago
Finance role at IDFC FIRST Bank in Rajkot and Surat. Needs an MBA, B.Com or CFA.
About the role
We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Stay updated on market trends, economic indicators, regulatory developments, and internal investment views. Embed a customer-first, transparent, and suitability-driven advisory approach always.
What you'll do
- Review and analyze 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
What you need
- Wealth management
- Portfolio management
- Mutual funds
- Capital markets
- MIS reporting
- Cross-selling
Good to have
- CFA