Relationship Manager

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IDFC FIRST Bank


Private Banker/ Partner-First Private- West
IDFC FIRST Bank • Ahmedabad, Gujarat • via Career At IDFC First Bank
2 days ago
Full–time
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Job description
Job Requirements

Job Description: Private Banker/ Partner-First Private- West at IDFC FIRST Bank

Company Overview:

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a strong focus on customer satisfaction and a wide range of products and services, IDFC FIRST Bank has established itself as a trusted and reliable banking partner.

Job Title: Private Banker/ Partner-First Private- West

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking Wealth Management Sales Private Banking Group

Location: Mumbai, Maharashtra, India

Additional Parameters: N/A

Job Summary:

IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/ Partner to join our First Private team in the West region. The ideal candidate will have a strong background in wealth management and sales, with a proven track record of building and maintaining relationships with high net worth individuals. As a Private Banker/ Partner, you will be responsible for managing a portfolio of high net worth clients and providing them with personalized banking and investment solutions.

Key Responsibilities:

- Develop and maintain relationships with high net worth individuals in the West region

- Understand clients' financial goals and provide them with customized banking and investment solutions

- Act as a trusted advisor to clients, providing them with expert guidance on wealth management and financial planning

- Cross-sell various banking and investment products and services to clients

- Collaborate with other teams within the bank to ensure seamless delivery of services to clients

- Stay updated on market trends and industry developments to provide clients with the best possible advice

- Meet and exceed sales targets and contribute to the overall growth of the First Private team

Qualifications:

- Bachelor's degree in Finance, Business Administration, or a related field

- Minimum of 10 years of experience in wealth management or private banking

- Proven track record of managing high net worth clients and achieving sales targets

- In-depth knowledge of banking and investment products and services

- Excellent communication and interpersonal skills

- Strong analytical and problem-solving abilities

- Ability to work independently and as part of a team

- Proficiency in MS Office and other relevant software

If you are a driven and results-oriented individual with a passion for providing exceptional customer service, we would love to hear from you. Join our team at IDFC FIRST Bank and take your career to new heights.
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Citi


Relationship Manager - Mid Corporate - Citi Commercial Bank - Mumbai - Assistant Vice President/ Vice President
Citi • Mumbai, Maharashtra • via Citi Careers
Full–time
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Job description
The Mid-Corp Relationship Manager is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:
• Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;
• Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;
• Introduces solutions to clients in building and strengthening an effective portfolio;
• Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs;
• Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
• Identifies cross-sell opportunities to deepen and increase share of wallet;
• Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
• Supports the Senior Relationship Managers in structuring deals that balance risk and reward;
• Maximizes client experience by proactive sharing markets updates, trend and intelligence;
• Assists Senior Relationship Manager or Team Leader in in the research and identification of prospective clients;
• Networks with clients to identify avenues for new business opportunities
• Prepares /oversees new transaction submissions annual reviews for the submission to the in-business credit lending management and independent risk department
• Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
• 5-8 years of experience
• Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
• Demonstrates core credit skills
• Demonstrates an intermediate level of Early Warning Detection skills
• Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
• Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis
• Ability to work effectively in team setting
• Excellent interpersonal, communication and influencing skills
• A self-starter, with positive/can-do approach, embraces changes and is bold;
• High level of energy, enthusiasm and motivation
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
• A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
• Able to quickly adapt priorities based on the latest data insights
• Must have a sharp business development focus and demonstrative innovative approaches

Education:
• Bachelor’s/University degree or equivalent experience

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Job Family Group:
Commercial and Business Sales

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Job Family:
Relationship Management

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Time Type:
Full time

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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