Relationship Manager-First Wealth (Navi Mumbai)

Job Requirements

Job Requirements

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 providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve 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, Current Delhi, Delhi 110065, India

Additional Parameters

• Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
• Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products
• Excellent communication and interpersonal skills
• Proven track record of meeting and exceeding sales targets
• Ability to build and maintain strong relationships with clients
• Knowledge 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 responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals.

Key Responsibilities

• Build and maintain strong relationships with high net worth clients through regular communication and meetings
• Understand clients' financial goals and risk appetite and provide them with customized investment solutions
• Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other invest