Relationship Manager-First Wealth

Job Description

The Relationship Manager-First Wealth position sits in the IDFC FIRST Bank office in Jaipur.

Job Criteria

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 offering innovative and customer-centric financial solutions. With a robust presence in the retail banking sector, we are dedicated to helping our customers deliver on 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 background in wealth management or relationship management in the banking or financial services industry

- Robust grasp of investment products and services, such as mutual funds, insurance, and other wealth management products

- Outstanding communication and interpersonal abilities

- Proven track record of meeting and exceeding sales targets

- Capacity to establish and keep up solid relationships with clients

- Grasp 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 accountable for handling and growing a portfolio of high net worth client organisations. You will be the primary point of contact for these customers and will be in charge of giving them with personalized wealth management solutions to help them attain their financial goals.

Core Responsibilities:

- Create and sustain robust relationships with high net worth client organisations through regular communication and meetings

- Understand customers' financial goals and risk appetite and deliver them with customized investment solutions

- Cross-sell different wealth management products and services to customers, covering mutual funds, insurance, and other investment products

- Meet and exceed sales targets by acquiring new client organisations and increasing business from existing customers

- Keep up-to-date with market trends and changes in investment products and services

- Collaborate with other departments and teams within the bank to deliver a seamless and exceptional customer experience

- Ensure compliance with all regulatory and internal policies and procedures

Qualifications:

- Minimum 2 years of background 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

Competencies:

- First-rate communication and interpersonal capabilities

- Robust sales and negotiation abilities

- Capacity to establish and keep up solid relationships with clients

- In-depth grasp 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 offer 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.