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 customer-centric financial solutions. With a strong focus on technology and customer service, we aim to be the preferred banking partner for individuals and businesses alike.

Job Title: Relationship Manager-First Wealth

Job Type: Full-Time

Job Category: Sales & Relationship Management- Retail Banking

Department: Retail Banking > Branch Banking > Branch

Location: Bhopal, Madhya Pradesh, India

Additional Parameters

• Minimum 2 years of experience in sales and relationship management in the banking or financial services industry
• Strong understanding of retail banking products and services
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Proven track record of meeting and exceeding sales targets
• Knowledge of local market and customer preferences
• Ability to work in a fast-paced and dynamic environment
• Bachelor's degree in Business Administration, Finance, or related field
  
  

Job Summary

We are seeking a highly motivated and experienced Relationship Manager-First Wealth to join our team at IDFC FIRST Bank. The ideal candidate will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and building long-term relationships.

Key Responsibilities

• Identify and acquire new high net worth clients through various channels such as referrals, networking, and cold calling
• Understand clients' financial needs and provide them with customized solutions to meet their goals
• Cross-sell and up-sell a range of retail banking products and services, including savings accounts, loans, investments, and insurance
• Build and maintain strong relationships with clients to ensure their satisfaction and loyalty
• Meet and exceed sales targets and contribute to the overall growth of the branch
• Keep up-to-date with market trends and competitors' offerings to provide clients with the best possible advice
• Collaborate with other teams within the bank to provide a seamless and superior customer experience
• Ensure compliance with all regulatory and internal policies and procedures
  
  

Qualifications

• Minimum 2 years of experience in sales and relationship management in the banking or financial services industry
• Bachelor's degree in Business Administration, Finance, or related field
• Strong understanding of retail banking products and services
• Excellent communication and interpersonal skills
• Proven track record of meeting and exceeding sales targets
• Knowledge of local market and customer preferences
• Ability to work in a fast-paced and dynamic environment
  
  

If you are a self-motivated and results-driven individual with a passion for providing exceptional customer service, we want to hear from you! Join our team at IDFC FIRST Bank and take your career to the next level.