Cluster Lead - First Wealth

As a Relationship Manager at IDFC FIRST Bank in Hyderabad, you will play a crucial role in managing and growing a portfolio of high net worth clients within the Retail Banking department. Your primary responsibility will be to develop strong relationships with clients, understand their financial needs, and provide them with personalized financial solutions and exceptional customer service. Key Responsibilities: - Cultivate and nurture relationships with high net worth clients, gaining insights into their financial objectives and aspirations - Offer tailor-made financial advice and solutions to clients, encompassing investment, insurance, and loan products - Actively identify opportunities to promote additional products and services to clients, enhancing their overall financial well-being - Ensure prompt and accurate handling of client transactions and requests - Stay abreast of market trends and industry developments to deliver timely and relevant advice to clients - Collaborate effectively with internal teams to ensure smooth delivery of products and services to clients - Achieve and surpass sales targets, contributing significantly to the bank's growth trajectory Qualifications: - Possess a Bachelor's degree in Finance, Business Administration, or a related field - Demonstrate a minimum of 3 years of experience in a similar role, preferably in the banking or financial services sector - Exhibit a proven track record in managing and expanding a high net worth client portfolio - Display a sound comprehension of financial products and services, encompassing investments, insurance, and loans - Showcase excellent communication and interpersonal abilities - Have the capacity to work autonomously as well as collaboratively within a team - Demonstrate strong sales and negotiation skills - Proficiency in MS Office and CRM software IDFC FIRST Bank offers an attractive salary and benefits package, in addition to prospects for professional advancement and personal growth. If you are a self-motivated individual with a customer-centric approach and a keen interest in the banking domain, we invite you to apply for this exciting opportunity at IDFC FIRST Bank.,