Relationship Manager-First Wealth - Haryana

Job Requirements

Key Responsibilities

• Develop and maintain strong relationships with existing and potential first wealth clients in Haryana
• Understand clients' financial needs and provide them with suitable solutions and products offered by the bank
• Achieve sales targets by cross-selling and up-selling various banking products and services
• Act as a single point of contact for all first wealth clients and provide them with excellent customer service
• Conduct regular portfolio reviews and provide financial advice to clients to help them achieve their financial goals
• Collaborate with other departments and teams within the bank to ensure seamless service delivery to clients
• Keep up-to-date with market trends and competition to identify new business opportunities
• Adhere to all regulatory and compliance guidelines while carrying out job responsibilities
  

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3 years of experience in retail banking, with a focus on wealth management
• Proven track record of achieving sales targets and building strong relationships with clients
• Excellent communication and interpersonal skills
• Strong knowledge of financial products and services offered by the bank
• Ability to work independently and as part of a team
• Knowledge of local market and competition in Haryana is preferred
• Relevant certifications such as CFP, CWM, or NISM will be an added advantage
  

Additional Parameters

• Fluency in local language (Hindi) is a must
• Willingness to travel within Haryana for client meetings and business development activities
• Knowledge of MS Office and CRM software is preferred.