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Relationship Manager-First Wealth at IDFC First Bank · Hyriko

via Career pages·1w ago

Relationship Manager-First Wealth

IDFC First Bank

Full-timeOn-siteportfolio managementwealth managementmutual funds

Location:Noida, Uttar Pradesh, IndiaType:Full-timePosted:1w ago

Apply on Career pages

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, New 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

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investment management

sales targets

client acquisition

nism certification

amfi certification

irdai certification

negotiation

interpersonal skills

collaboration

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 2 years 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

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

If you are a dynamic and driven individual with a passion for wealth management and a desire to provide 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.

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