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 dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Key Roles & Responsibilities A. 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 strong advisory quality metrics. B. 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. C. Product & Market Expertise • Maintain deep understanding of IDFC FIRST Bank’s wealth product suite including mutual funds, LAS, PMS, AIFs, fixed income, insurance, and alternates (as applicable). • Stay updated on market trends, economic indicators, regulatory developments, and internal investment views. • Translate investment research and market insights into actionable client-level recommendations. D. Compliance, Quality & Governance • Ensure strict adherence to regulatory guidelines, internal policies, and IDFC FIRST Bank’s ethical advisory standards. • Maintain high levels of process hygiene, documentation accuracy, and audit readiness. • Support resolution of compliance observations and proactively mitigate advisory and operational risks. • Embed a customer-first, transparent, and suitability-driven advisory approach always. E. Customer Experience & Relationship Management • Enhance overall client experience by enabling informed, timely, and consistent investment engagement. • Support resolution of client queries related to portfolio performance, products, and investment execution. • Work with RMs to strengthen client retention and long-term trust. F. MIS & Performance Discipline • Maintain accurate records of client interactions, portfolio reviews, and investment recommendations. • Track and monitor key business parameters such as AUM movement, product mix, and advisory quality metrics. • Support management reporting and review forums. Education Qualifications: • Post Graduation: Any (MBA / Finance preferred) • Mandatory / Preferred Certifications: AMFI, NISM (as applicable), CFP / CFA preferred Work Experience: · Relevant Work Experience