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Senior Wealth Manager in Madurai – IDFC Job Openings

    Website IDFC

    Job Description:

    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.


    Job Responsibilities:

    • Gather latest Market intelligence and track and benchmark against best practices in competitor banks
    • Procuring the potential clients through networking, database, market analysis and references
    • Develop and manage the fund selection models
    • Knowledge of all the asset classes – equity, fixed income, structured products, real estate, FX and commodities
    • Assure adherence to the guidelines set by the bank
    • Liaison with operations team to resolve queries and revenue generation
    • Product due diligence to understand the qualitative aspects of the products
    • Be up-to-date with equity and debt markets by going through investment reports/concall
    • 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
    • Ensuring highest levels of customer service to the customer acquired

    Qualification & Experience:

    • Graduate – Any
    • Post Graduate – Any MBA
    • Experience of Minimum of 14 years.

    Job Details:

    Company: IDFC

    Vacancy Type: Full Time

    Job Location: Madurai, Tamil Nadu, IN

    Application Deadline: N/A