Relationship Manager-First Wealth

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. Your primary duty will be serving as the main point of contact for these clients, offering them tailored wealth management solutions to help them achieve their financial objectives. **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 - Stay 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 2 years 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 If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, IDFC FIRST Bank invites you to join their team as a Relationship Manager-First Wealth. Take the first step towards a rewarding career by applying now.,