Relationship Manager-First Wealth

Job Requirements

Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank

Company Overview

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and personalized financial solutions to its customers. With a strong focus on customer satisfaction and employee development, we strive to be the preferred banking partner for individuals and businesses.

Job Title: Relationship Manager-First Wealth

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Retail Liabilities > Sales > RM Channel

Location: Delhi Division, Delhi, India

Additional Parameters

• Minimum 2 years of experience in wealth management or sales in the banking industry
• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Proven track record of meeting and exceeding sales targets
• Ability to build and maintain relationships with high net worth individuals
• Knowledge of local market and competition
• Bachelor's degree in Finance, Business Administration, or related field
  
  
  

Job Summary

We are seeking a highly motivated and experienced Relationship Manager-First Wealth to join our Retail Banking team in Delhi Division. The ideal candidate will be responsible for managing and growing the First Wealth portfolio by providing personalized financial solutions to high net worth individuals.

Key Responsibilities

• Develop and maintain relationships with high net worth individuals to understand their financial needs and provide suitable solutions
• Meet and exceed sales targets by cross-selling and up-selling various financial products and services
• Conduct regular portfolio reviews and provide investment advice to clients
• Collaborate with internal teams to ensure timely and efficient delivery of services to clients
• Stay updated on market trends and competition to identify new business opportunities
• Ensure compliance with all regulatory and bank policies and procedures
  
  
  

Qualifications

• Minimum 2 years of experience in wealth management or sales in the banking industry
• Bachelor's degree in Finance, Business Administration, or related field
• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Proven track record of meeting and exceeding sales targets
• Ability to build and maintain relationships with high net worth individuals
• Knowledge of local market and competition
  
  
  

If you are a driven and results-oriented individual with a passion for wealth management, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank. We offer a competitive salary, attractive benefits, and a dynamic work environment that fosters growth and development. Join us and be a part of our journey towards becoming the preferred banking partner for our customers.