Chat us
Call us
IDFC FIRST Bank is hiring for this Relationship Manager-First Wealth role in Noida.
Job NeedsJob Description: Relationship Manager-First Wealth at IDFC FIRST Bank
Company Overview:
IDFC FIRST Bank is a leading private sector bank in India, committed to giving innovative and customer-centric financial solutions. With a solid presence in the retail banking sector, we are dedicated to helping our customers reach 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 track record in wealth management or relationship management in the banking or financial services industry
- Solid know-how of investment products and services, among them mutual funds, insurance, and other wealth management products
- Strong communication and interpersonal competencies
- Proven track record of meeting and exceeding sales targets
- Capability to develop and uphold sound relationships with customers
- Know-how 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 tasked with overseeing and growing a portfolio of high net worth clients. You will be the primary point of contact for these client organisations and will be accountable for delivering them with personalized wealth management solutions to help them deliver on their financial goals.
Main Responsibilities:
- Establish and keep up solid relationships with high net worth clients through regular communication and meetings
- Understand client organisations' financial goals and risk appetite and offer them with customized investment solutions
- Cross-sell a range of wealth management products and services to client organisations, such as mutual funds, insurance, and other investment products
- Meet and exceed sales targets by acquiring new clients and increasing business from existing client organisations
- Keep up-to-date with market trends and changes in investment products and services
- Collaborate with other departments and teams within the bank to offer a seamless and exceptional customer experience
- Secure compliance with all regulatory and internal policies and procedures
Qualifications:
- Minimum 2 years of track record 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
Capabilities:
- Outstanding communication and interpersonal abilities
- Solid sales and negotiation competencies
- Capability to develop and uphold sound relationships with customers
- In-depth know-how 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 give 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.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2-5 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 2-5 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.