Relationship Manager-First Wealth

Job Description

Role & responsibilities Job Title: Relationship Manager-First Wealth Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch > Relationship Management Location: Lucknow Additional Parameters Minimum 3 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 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 3years 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 Age Criteria Up to 28 Years 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 Preferred candidate profile