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Relationship Manager-First Wealth - Pipeline
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#32808
Remote / WFH
IDFC FIRST Bank
Job Description
Job description
Job Requirements
Job Description:
Position: Relationship Manager-First Wealth
Company Name: IDFC FIRST Bank
Job Type: Full-Time
Job Category: Retail Banking
Department: Retail Banking > Retail Liabilities > Sales > RM Channel
Location: Delhi, Delhi, India
IDFC FIRST Bank is seeking a highly motivated and dynamic individual to join our team as a Relationship Manager-First Wealth in Delhi. As a Relationship Manager, you will be responsible for managing and growing the First Wealth portfolio of the bank.
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 2 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
- Knowledge of local market and customer preferences in Delhi is preferred
We offer a competitive salary and benefits package, as well as opportunities for growth and development within the bank. If you are a self-starter with a passion for sales and wealth management, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.
Job Requirements
Job Description:
Position: Relationship Manager-First Wealth
Company Name: IDFC FIRST Bank
Job Type: Full-Time
Job Category: Retail Banking
Department: Retail Banking > Retail Liabilities > Sales > RM Channel
Location: Delhi, Delhi, India
IDFC FIRST Bank is seeking a highly motivated and dynamic individual to join our team as a Relationship Manager-First Wealth in Delhi. As a Relationship Manager, you will be responsible for managing and growing the First Wealth portfolio of the bank.
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 2 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
- Knowledge of local market and customer preferences in Delhi is preferred
We offer a competitive salary and benefits package, as well as opportunities for growth and development within the bank. If you are a self-starter with a passion for sales and wealth management, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.
