Relationship Manager-First Wealth

2 weeks ago

Lucknow, India Dream Solution Indore Full time

Role & responsibilities

Job Title: Relationship Manager-First Wealth
Job Type: Full-Time
Job Category: Retail Banking
Department: Retail Banking > Branch Banking > Branch > Relationship Management
Location: Lucknow

Additional Parameters

  • Minimum 3 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 investment products
  • Meet and exceed sales targets by acquiring new clients 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 provide a seamless and exceptional customer experience
  • Ensure compliance with all regulatory and internal policies and procedures

Qualifications

  • Minimum 3years of experience 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
  • Age Criteria Up to 28 Years

Skills

  • Excellent communication and interpersonal skills
  • Strong sales and negotiation skills
  • Ability to build and maintain strong relationships with clients
  • In-depth knowledge of investment products and services
  • Good understanding of local market and customer preferences
  • Proficient in MS Office and other relevant software applications

Preferred candidate profile

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