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 a wide range of products and services, IDFC FIRST Bank is dedicated to helping individuals and businesses achieve their financial goals.

Job Title: Relationship Manager-First Wealth

Job Type: Full-Time

Job Category: Others

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

Location: Andheri, Maharashtra 400053, India

Additional Parameters

We are looking for a highly motivated and dynamic individual to join our team as a Relationship Manager-First Wealth. As a Relationship Manager, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized wealth management solutions and ensuring their satisfaction with our services.

Key Responsibilities

• Build and maintain strong relationships with high net worth clients, understanding their financial goals and providing them with customized wealth management solutions
• Proactively identify and acquire new clients through various channels such as referrals, networking, and events
• Conduct regular portfolio reviews and provide timely and accurate investment advice to clients
• Collaborate with other departments and teams within the bank to cross-sell and upsell products and services to clients
• Stay updated on market trends and developments to provide clients with the most relevant and effective financial advice
• Ensure compliance with all regulatory and internal policies and procedures
  
  

Qualifications And Skills

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3 years of experience in wealth management or a similar role in the banking or financial services industry
• Strong understanding of financial products and services, particularly in the areas of investments, insurance, and wealth management
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with high net worth clients
• Proven track record of meeting and exceeding sales targets
• Ability to work independently and as part of a team in a fast-paced and dynamic environment
• Knowledge of local market and industry trends
• Relevant certifications such as CFP, CWM, or CFA will be an added advantage
  
  

If you are passionate about providing exceptional customer service and have a strong background in wealth management, we would love to hear from you. Join us at IDFC FIRST Bank and be a part of a dynamic and growing organization.