Relationship Manager-First Wealth - Delhi

2 years

0 Lacs

Posted:3 weeks ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

Job Requirements

Job Description:Position: Relationship Manager-First WealthCompany Name: IDFC FIRST BankJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Retail Liabilities > Sales > RM ChannelLocation: Delhi, Delhi, IndiaIDFC FIRST Bank is seeking a highly motivated and dynamic individual to join our team as a Relationship Manager-First Wealth in Delhi. As a Relationship Manager, you will be responsible for managing and growing the First Wealth portfolio of the bank.

Key Responsibilities

  • Develop and maintain relationships with existing and potential First Wealth clients
  • Understand the financial needs and goals of clients and provide them with suitable investment solutions
  • Achieve sales targets and contribute towards the growth of the First Wealth portfolio
  • Conduct regular portfolio reviews and provide clients with updates on their investments
  • Collaborate with other teams within the bank to cross-sell products and services to clients
  • Stay updated with market trends and provide clients with timely investment advice
  • Ensure compliance with all regulatory and internal policies and procedures

Qualifications

  • Bachelor's degree in Finance, Business Administration, or a related field
  • Minimum of 2 years of experience in retail banking, wealth management, or sales
  • Strong knowledge of investment products and financial markets
  • Excellent communication and interpersonal skills
  • Proven track record of achieving sales targets
  • Ability to work independently and in a team environment
  • Knowledge of local market and customer preferences in Delhi is preferred
We offer a competitive salary and benefits package, as well as opportunities for growth and development within the bank. If you are a self-starter with a passion for sales and wealth management, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.

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IDFC FIRST Bank logo
IDFC FIRST Bank

Banking and Financial Services

Chennai

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