Relationship Manager - First Wealth
Worklooms Consulting · Chennai · onsite · Posted 44d ago
About a minute. You'll make an account on the way through.
About this role
Position: Relationship Manager-First Wealth
Job Type: Full-Time
Job Category: Retail Banking
Department: Retail Banking > Retail Liabilities > Sales > RM Channel
Location: Chennai & Vellore
Key Responsibilities:
- Develop and maintain relationships with existing and potential First Wealth clients
- Understand the financial needs and goals of clients and provide them with suitable investment solutions
- Achieve sales targets and contribute towards the growth of the First Wealth portfolio
- Conduct regular portfolio reviews and provide clients with updates on their investments
- Collaborate with other teams within the bank to cross-sell products and services to clients
- Stay updated with market trends and provide clients with timely investment advice
- Ensure compliance with all regulatory and internal policies and procedures
Qualifications:
- Bachelor's degree in Finance, Business Administration, or a related field
- Minimum of 4 years of experience in retail banking, wealth management, or sales
- Strong knowledge of investment products and financial markets
- Excellent communication and interpersonal skills
- Proven track record of achieving sales targets
- Ability to work independently and in a team environment
Sourced from naukri