Verified Job
Accounting - Finance
Relationship Manager-First Wealth
Accounting - Finance
#709826
Remote / WFH
Job Description
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
Job Type: Full-Time
Job Category: Retail Banking
Department: Retail Banking > Branch Banking > Branch > Relationship Management
Location: East of Kailash, New Delhi, Delhi 110065, India
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
Job Summary
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
Qualifications
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
Skills
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
If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us.
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
Job Type: Full-Time
Job Category: Retail Banking
Department: Retail Banking > Branch Banking > Branch > Relationship Management
Location: East of Kailash, New Delhi, Delhi 110065, India
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
Job Summary
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
Qualifications
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
Skills
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
If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us.
