Relationship Manager-First Wealth

IDFC FIRST Bank


Date: 5 days ago
City: Patiāla, Punjab
Contract type: Full time
Job Requirements

Company Name: IDFC FIRST Bank

Job Title: Relationship Manager-First Wealth

Job Type: Full-Time

Job Category: Retail Banking

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

Location: Patiala, Punjab, India

IDFC FIRST Bank is seeking a highly motivated and results-driven individual to join our team as a Relationship Manager-First Wealth. As a Relationship Manager, you will be responsible for managing and growing our First Wealth portfolio in the Patiala, Punjab region.

Key Responsibilities

  • Develop and maintain relationships with high net worth individuals and families to understand their financial needs and provide personalized wealth management solutions
  • Identify potential clients through various channels and proactively reach out to them to promote our wealth management services
  • Conduct thorough financial analysis and risk assessment to create customized investment plans for clients
  • Monitor and manage client portfolios, providing regular updates and recommendations based on market trends and performance
  • Collaborate with other departments within the bank to cross-sell products and services to clients
  • Stay updated on industry trends and regulations to ensure compliance and provide the best possible service to clients

Qualifications

  • Bachelor's degree in Finance, Business Administration, or a related field
  • Minimum of 3 years of experience in wealth management or retail banking
  • Proven track record of successfully managing and growing a portfolio of high net worth clients
  • In-depth knowledge of investment products, financial markets, and wealth management strategies
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and in a team environment
  • Relevant certifications such as CFP or CFA are preferred

If you are a driven and customer-focused 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, benefits package, and opportunities for career growth within our dynamic organization. Join us and be a part of our mission to provide top-notch financial services to our clients.

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