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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 delivering innovative and customer-centric financial solutions. With a sound presence in the retail banking sector, we are dedicated to helping our customers attain 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 exposure to wealth management or relationship management in the banking or financial services industry
- Sound understanding of investment products and services, covering mutual funds, insurance, and other wealth management products
- First-rate communication and interpersonal capabilities
- Proven track record of meeting and exceeding sales targets
- Aptitude to create and sustain robust relationships with client organisations
- Understanding 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 in charge of running and growing a portfolio of high net worth customers. You will be the primary point of contact for these clients and will be tasked with offering them with personalized wealth management solutions to help them reach their financial goals.
Key Responsibilities:
- Develop and uphold sound relationships with high net worth customers through regular communication and meetings
- Understand clients' financial goals and risk appetite and give them with customized investment solutions
- Cross-sell several wealth management products and services to clients, among them mutual funds, insurance, and other investment products
- Meet and exceed sales targets by acquiring new customers 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 give a seamless and exceptional customer experience
- Guarantee compliance with all regulatory and internal policies and procedures
Qualifications:
- Minimum 2 years of exposure to 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
Abilities:
- Strong communication and interpersonal competencies
- Sound sales and negotiation capabilities
- Aptitude to create and sustain robust relationships with client organisations
- In-depth understanding 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 deliver 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.
This Relationship Manager-First Wealth vacancy is based in Chennai.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 5-10 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Relationship Manager-First Wealth at IDFC FIRST Bank.
This role requires around 5-10 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.