Relationship Manager-First Wealth

IDFC FIRST Bank • Delhi, ON

54d • Onsite

About The Position

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.

Requirements

• 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
• 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

Nice To Haves

• Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level