Relationship Manager-First Wealth - Haryana

As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will play a crucial role in managing and expanding the first wealth portfolio in the Haryana region. Your primary responsibility will be to cultivate strong relationships with both existing and potential first wealth clients, understanding their financial needs, and offering them suitable banking products and solutions provided by the bank. You will be expected to achieve sales targets by effectively cross-selling and up-selling various banking products and services to clients. Serving as the main point of contact for all first wealth clients, you will deliver exceptional customer service, conduct regular portfolio reviews, and offer financial advice to help clients meet their financial objectives. Collaboration with internal bank departments and teams is essential to ensure seamless service delivery to clients. Keeping abreast of market trends and competition will enable you to identify new business opportunities and stay ahead in the industry. Adherence to regulatory and compliance guidelines is imperative while carrying out your job responsibilities. To qualify for this role, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 3 years of experience in retail banking, particularly in wealth management. A successful track record of meeting sales targets and building lasting client relationships is crucial. Strong communication and interpersonal skills, in-depth knowledge of financial products and services, the ability to work both independently and collaboratively, and familiarity with the local market in Haryana are desired attributes. Possession of certifications such as CFP, CWM, or NISM will be advantageous. Fluency in the local language (Hindi), willingness to travel within Haryana for client meetings and business development activities, and proficiency in MS Office and CRM software are additional parameters for this role. At IDFC FIRST Bank, we offer a competitive salary, comprehensive benefits package, and opportunities for career advancement and personal growth within the organization. If you are passionate about sales and wealth management and seek a challenging yet rewarding career, we encourage you to apply for this exciting opportunity.,