Wealth Manager — IDFC FIRST Bank, Lucknow
IDFC FIRST Bank
IDFC FIRST Bank is hiring a Wealth Manager for its Lucknow location. In this role you will advise affluent clients on investments, mutual funds and portfolio allocation.
This is a full-time, on-site position based in Lucknow, Uttar Pradesh. IDFC FIRST Bank offers a competitive salary, performance incentives and a clear career path in wealth management. If you are looking to build a career with a leading private-sector bank, we would like to hear from you.
Apply online with your updated resume. Shortlisted candidates will be contacted for an interview at the Lucknow branch.
At a glance
- Role
- Wealth Manager — IDFC FIRST Bank, Lucknow
- Company
- IDFC FIRST Bank
- Location
- Lucknow, Uttar Pradesh
- Type
- Full-time
- Experience
- Senior (6+ years)
- Salary
- ₹7,20,000 – ₹16,20,000 / year
- Openings
- 2
- Apply by
- August 15, 2026
Responsibilities
- Drive IDFC FIRST Bank business and customer acquisition across the Lucknow market
- Manage and grow a book of affluent / HNI clients
- Advise on mutual funds, insurance and investments
- Build financial plans and portfolio allocations
- Achieve AUM and revenue targets
Requirements
- 6+ years in wealth / investment advisory
- MBA Finance; NISM / AMFI certification preferred
- Strong investment product knowledge
- Proven HNI relationship-management track record
- Familiarity with the Lucknow (Uttar Pradesh) market is an advantage
Benefits
- High incentives
- Provident Fund
- Family medical cover
- Certification support
- Employee banking benefits
Skills
- Mutual Funds
- Portfolio Advisory
- Investments
- Relationship Management
- Wealth Management
- Education
- Master's degree
- Job function
- Wealth Management
