Portfolio Manager at IDFC FIRST Bank

Job Description

Job Requirements

About the Role

The Investment Portfolio Manager – Wealth Management is responsible for designing and executing investment strategies tailored to client needs. This role involves asset allocation, product selection, portfolio construction, and ongoing portfolio management. The incumbent will work closely with the sales team to support product penetration and provide research-backed investment solutions. The role demands deep knowledge of financial markets, wealth management products, and client-centric financial planning.

Key Responsibilities

Primary Responsibilities

Implementation of investment strategies including asset allocation, sub asset calss views and focused products in client portfolios.
Stay updated on equity and debt markets through regular review of investment reports and market insights.
Prepare financial plans and investment proposals aligned with clients’ financial goals.
Construct and rebalance portfolios as needed to maintain optimal asset allocation.
Support the sales team with product knowledge and research to enhance client engagement.

Secondary Responsibilities

Engage with clients to understand their financial needs and provide tailored investment solutions.
Ensure compliance with regulatory and internal guidelines in all investment recommendations.
Collaborate with internal stakeholders to align investment strategies with broader wealth management goals.

What We Are Looking For

Education

Graduation: Any discipline (Full-Time) with CFP or similar certifications
Postgraduation: CA / MBA / PGDM in Finance (Preferred)

Experience

Minimum 3 years of relevant experience in investment advisory, portfolio management, or wealth management.

Skills and Attributes

Strong understanding of asset classes including equity, fixed income, real estate, commodities, and international markets.
In-depth knowledge of wealth management products such as Mutual funds, PMS, AIFs, and alternate investments.
Familiarity with taxation implications of various investment products.
Proficiency in portfolio and research tools like MorningStar, ACE MF, Bloomberg, etc.
Strong analytical and interpretative skills.
Excellent presentation, and relationship-building abilities.
Self-driven, trustworthy, and a team player with the ability to work under pressure and meet deadlines.
Fluent in English with strong business communication skills.

Frequently Asked Questions

What are the eligibility criteria for the Portfolio Manager job at IDFC FIRST Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2-5 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Portfolio Manager at IDFC FIRST Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Portfolio Manager at IDFC FIRST Bank.

Is prior experience required for this position?

This role requires around 2-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Portfolio Manager role at IDFC FIRST Bank?

You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.

Portfolio Manager

IDFC FIRST Bank — Mumbai, MUMBAI