Relationship Manager-First Wealth

Job Requirements

Job Description: Relationship Manager-First Wealth Pipeline

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Branch Banking > Branch > Relationship Management

Location: Punjab, India

IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Punjab, India. As a Relationship Manager-First Wealth Pipeline, you 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
• Build and maintain strong relationships with existing clients, understanding their financial needs and providing them with customized solutions
• Conduct regular portfolio reviews and proactively offer new products and services to clients to deepen their relationship with the bank
• Collaborate with other departments within the bank to ensure seamless delivery of services to clients
• Stay updated on market trends and changes in financial regulations to provide accurate and timely advice to clients
• Meet and exceed sales targets and contribute to the overall growth of the branch and the bank
  
  

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3 years of experience in relationship management, preferably in the banking or financial services industry
• Proven track record of acquiring and managing high net worth clients
• In-depth knowledge of financial products and services, including investments, insurance, and loans
• Excellent communication and interpersonal skills
• Strong sales and negotiation skills
• Ability to work independently and as part of a team
• Proficiency in MS Office and CRM software
  
  

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a driven and results-oriented individual with a passion for providing exceptional customer service, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.