Cluster Lead - First Wealth

Job Description

Job Requirements Company Name: IDFC FIRST Bank Job Title: Relationship Manager Job Type: Full-time Job Category: Banking/Finance Department: Retail Banking Location: Hyderabad IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Mumbai, India. As a Relationship Manager, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and excellent customer service. Key Responsibilities Develop and maintain relationships with high net worth clients, understanding their financial needs and goals Provide personalized financial advice and solutions to clients, including investment, insurance, and loan products Proactively identify opportunities to cross-sell and upsell products and services to clients Ensure timely and accurate execution of client transactions and requests Stay updated on market trends and industry developments to provide clients with relevant and timely advice Collaborate with internal teams to ensure seamless delivery of products and services to clients Meet and exceed sales targets and contribute to the overall growth of the bank Qualifications Bachelor's degree in Finance, Business Administration, or a related field Minimum of 3 years of experience in a similar role, preferably in the banking or financial services industry Proven track record of managing and growing a portfolio of high net worth clients Strong understanding of financial products and services, including investments, insurance, and loans Excellent communication and interpersonal skills Ability to work independently and as part of a team Strong sales and negotiation skills Proficient in MS Office and CRM software We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a driven and customer-focused individual with a passion for the banking industry, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.