Current jobs related to Relationship Manager-First Wealth - mumbai - IDFC FIRST Bank

  • Relationship Lead-First Wealth

    2 days ago

    Mumbai, India IDFC FIRST Bank Full time

    Function/ Department:Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

  • Relationship Lead-First Wealth

    1 day ago

    mumbai, India IDFC FIRST Bank Full time

    Function/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

  • Relationship Lead-First Wealth

    3 days ago

    Mumbai, India IDFC FIRST Bank Full time

    Function/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance...

  • Relationship Lead-First Wealth

    3 days ago

    Mumbai, India IDFC FIRST Bank Full time

    Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

  • Relationship Lead-First Wealth

    2 days ago

    mumbai, India IDFC FIRST Bank Full time

    Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

  • Relationship Lead-First Wealth

    3 days ago

    Mumbai, India IDFC FIRST Bank Full time

    Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Locations:Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Locations: Mumbai, Delhi Job Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

  • Wealth Manager

    5 days ago

    mumbai, India Nuvama Wealth Full time

    Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

  • Wealth Manager

    4 days ago

    mumbai, India Nuvama Wealth Full time

    Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to...

  • Wealth Manager

    3 weeks ago

    mumbai, India Nuvama Wealth Full time

    Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

  • Wealth Manager

    5 days ago

    mumbai, India Nuvama Wealth Full time

    Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

  • Wealth Manager/Relationship Manager

    4 days ago

    Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Role and Title:- Private Wealth Managers reporting to Director or Managing Director. - The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate. - The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling. - Experience ranging from 5 to 12 years or...

  • Wealth Relationship Manager

    6 months ago

    mumbai, India Kotak Mahindra Bank Full time

    Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

  • Wealth Relationship Manager

    5 days ago

    mumbai, India Kotak Mahindra Bank Full time

    Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

  • Relationship Manager

    1 month ago

    Mumbai, India Prabhudas Lilladher Private Limited Full time

    JOB DESCRIPTIONPurpose:The job description outlines the responsibilities and tasks associated with the position, aligning with the company's quality policies and procedures. This standard is applicable to all employees in this role.Job Location:Mumbai, Bangalore, Ahmedabad, Baroda, Bharuch, Chandigarh, Chennai, Delhi, Hyderabad, Kolkata.Role &...

Relationship Manager-First Wealth

4 months ago

mumbai, India IDFC FIRST Bank Full time
Role/Job Title : Relationship Manager-First Wealth
Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.
Roles and Responsibilities:
Primary Responsibilities:
Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
To Enhance & Retain customer profitability by capturing larger share of Wallet.
Ensuring compliance with branch SOP and control in sales and service.
Deepen the relationship by cross selling Banks Products.
Secondary Responsibilities:
Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
Collaborate with other branch departments and functions to provide products and service offerings to the customer.
Education Qualification :
Graduation: Bachelor’s in Engineering / Technology / Commerce / Arts / Science / Biology / Business /
Computers / Management/ any other graduation degree.
Experience: Minimum 5+ years of relevant experience in Banking or allied Business.