Relationship Manager-First Wealth
IDFC FIRST Bank
Date: 3 weeks ago
City: Agra, Uttar Pradesh
Contract type: Full time

Job Requirements
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 presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations.
Job Title: Relationship Manager-First Wealth
Additional Parameters
As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals.
Key Responsibilities
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 presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations.
Job Title: Relationship Manager-First Wealth
Additional Parameters
- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
- Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products
- Excellent communication and interpersonal skills
- Proven track record of meeting and exceeding sales targets
- Ability to build and maintain strong relationships with clients
- Knowledge of local market and customer preferences
- Bachelor's degree in finance, business, or related field
- Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage
As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals.
Key Responsibilities
- Build and maintain strong relationships with high net worth clients through regular communication and meetings
- Understand clients' financial goals and risk appetite and provide them with customized investment solutions
- Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
- Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
- Keep up-to-date with market trends and changes in investment products and services
- Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
- Ensure compliance with all regulatory and internal policies and procedures
- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
- Bachelor's degree in finance, business, or related field
- Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage
- Excellent communication and interpersonal skills
- Strong sales and negotiation skills
- Ability to build and maintain strong relationships with clients
- In-depth knowledge of investment products and services
- Good understanding of local market and customer preferences
- Proficient in MS Office and other relevant software applications
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Assistant Manager - BFS Direct
Bajaj Finserv,
Agra, Uttar Pradesh
3 days ago
Location Name: Agra - Sanajy PlaceJob Purpose"This position is open with Bajaj finance limited"Duties And ResponsibilitiesResponsibilities:-To enable enhanced business profitability through effective management of the delinquent portfolio To achieve the desired collection efficiencies across product managed. Ensure that adequate collections intensity of follow up is executed for all delinquent accounts. Meeting the Target on Cost of Collections. Ensuring meeting PI...

Director of Quality
Khandelwal Industrial Enterprises,
Agra, Uttar Pradesh
2 weeks ago
Company DescriptionKhandelwal Industrial Enterprises (KIE) is a dynamic and vision-driven brand specializing in superior quality architectural hardware for doors, windows, cabinets, kitchen, and bathroom accessories. We offer a wide range of interestingly designed products made from brass, aluminum, mild steel, stainless steel, zinc, and plastic. Our designs have an international blend, focusing on functionality and durability, supported by a manufacturing...

Engineer Mechanical works
Larsen & Toubro,
Agra, Uttar Pradesh
2 weeks ago
The engineer will be responsible for overseeing mechanical systems related to metro infrastructure including station services, ventilation, HVAC, fire fighting, plumbing, and depot equipment installation. The role involves coordination with consultants, contractors, and site teams to ensure timely, safe, and quality delivery of all mechanical works.Key ResponsibilitiesSupervise and coordinate mechanical installations including HVAC, fire fighting, water supply, and drainage systems...
