Relationship Manager-First Wealth

Job Requirements

Job Description:Company Name: IDFC FIRST BankJob Title: Relationship Manager-First WealthJob Type: Full-TimeJob Category: Sales & Relationship Management- Retail BankingDepartment: Retail Banking > Branch Banking > BranchLocation: Panaji, Goa, IndiaIDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager-First Wealth to join our team in Panaji, Goa. As a Relationship Manager, you will be responsible for managing and growing the First Wealth portfolio of the branch, while providing exceptional customer service to our clients.

Key Responsibilities

• Develop and maintain strong relationships with existing First Wealth clients, and actively acquire new clients through referrals and other business development activities
• Understand the financial needs and goals of clients and provide them with suitable investment solutions and products
• Conduct regular portfolio reviews and provide timely updates to clients on market trends and investment performance
• Collaborate with other departments within the bank to cross-sell products and services to clients
• Meet and exceed sales targets and contribute to the overall growth of the branch
• Ensure compliance with all regulatory and internal policies and procedures
  

Qualifications

• Bachelor's degree in Business, Finance, or a related field
• Minimum of 3 years of experience in sales and relationship management in the banking or financial services industry
• Strong knowledge of investment products and services
• Excellent communication and interpersonal skills
• Proven track record of meeting and exceeding sales targets
• Ability to work independently and as part of a team
• Knowledge of local market and customer base in Panaji, Goa is preferred
  

We offer a competitive salary and benefits package, as well as opportunities for career growth and development within our organization. If you are a driven and results-oriented individual with a passion for sales and relationship management, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.