Relationship Manager-First Wealth

5 days ago

Lucknow, Uttar Pradesh, India Dream Solution Indore Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Role & responsibilitiesJob Title: Relationship Manager-First WealthJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: LucknowAdditional ParametersMinimum 3 years of experience in wealth management or relationship management in the banking or financial services industryStrong knowledge of investment products and services, including mutual funds, insurance, and other wealth management productsExcellent communication and interpersonal skillsProven track record of meeting and exceeding sales targetsAbility to build and maintain strong relationships with clientsKnowledge of local market and customer preferencesBachelor's degree in finance, business, or related fieldRelevant certifications such as NISM, AMFI, or IRDAI will be an added advantageJob SummaryAs 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 ResponsibilitiesBuild and maintain strong relationships with high net worth clients through regular communication and meetingsUnderstand clients' financial goals and risk appetite and provide them with customized investment solutionsCross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment productsMeet and exceed sales targets by acquiring new clients and increasing business from existing clientsKeep up-to-date with market trends and changes in investment products and servicesCollaborate with other departments and teams within the bank to provide a seamless and exceptional customer experienceEnsure compliance with all regulatory and internal policies and proceduresQualificationsMinimum 3years of experience in wealth management or relationship management in the banking or financial services industryBachelor's degree in finance, business, or related fieldRelevant certifications such as NISM, AMFI, or IRDAI will be an added advantageAge Criteria Up to 28 YearsSkillsExcellent communication and interpersonal skillsStrong sales and negotiation skillsAbility to build and maintain strong relationships with clientsIn-depth knowledge of investment products and servicesGood understanding of local market and customer preferencesProficient in MS Office and other relevant software applicationsPreferred candidate profile

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