Relationship Manager-First Wealth

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 focus on technology and a wide range of products and services, we aim to be the preferred banking partner for our customers. Job Title: Relationship Manager-First Wealth Job Type: Full-Time Job Category: Sales & Relationship Management- Retail Banking Department: Retail Banking > Branch Banking > Branch Location: Gwalior, Madhya Pradesh, India Additional Parameters Minimum 2 years of experience in sales and relationship management in the banking or financial services industry Strong knowledge of retail banking products and services Excellent communication and interpersonal skills Ability to build and maintain relationships with clients Proven track record of meeting and exceeding sales targets Knowledge of local market and customer preferences in Gwalior, Madhya Pradesh Bachelor's degree in Business Administration, Finance, or related field Job Summary We are seeking a highly motivated and experienced Relationship Manager-First Wealth to join our team at IDFC FIRST Bank in Gwalior, Madhya Pradesh. The ideal candidate will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and building long-term relationships. Key Responsibilities Identify and acquire new high net worth clients through various channels such as referrals, networking, and cold calling Understand the financial needs and goals of clients and provide them with customized solutions to meet their requirements Cross-sell and upsell a range of retail banking products and services such as savings accounts, fixed deposits, loans, and investment products Build and maintain strong relationships with clients to ensure their satisfaction and loyalty Monitor and analyze the performance of the portfolio and take necessary actions to achieve sales targets Keep up-to-date with market trends and competitors' offerings to provide clients with the best possible solutions Collaborate with other teams within the bank to ensure seamless delivery of services to clients Comply with all regulatory and internal policies and procedures Qualifications Minimum 2 years of experience in sales and relationship management in the banking or financial services industry Bachelor's degree in Business Administration, Finance, or related field Strong knowledge of retail banking products and services Excellent communication and interpersonal skills Proven track record of meeting and exceeding sales targets Knowledge of local market and customer preferences in Gwalior, Madhya Pradesh If you are a self-driven and results-oriented individual with a passion for sales and relationship management, we would love to hear from you. Join us at IDFC FIRST Bank and be a part of our dynamic and growing team. Show more Show less