Relationship Manager-First Wealth Pipeline

Job Requirements

Job Description: Relationship Manager-First Wealth Pipeline at IDFC FIRST Bank

Company Overview

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong focus on retail banking, we are looking for a dynamic and driven individual to join our team as a Relationship Manager-First Wealth Pipeline.Job Title: Relationship Manager-First Wealth PipelineJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: Chandigarh, India

Additional Parameters

• Minimum 2 years of experience in wealth management or sales in the banking/financial services industry
• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Proven track record of achieving sales targets
• Ability to build and maintain relationships with clients
• Knowledge of local market and customer preferences
• Bachelor's degree in Finance, Business Administration, or related field
  

Job Summary

As a Relationship Manager-First Wealth Pipeline, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients, providing them with personalized financial solutions and building long-term relationships. Your role will involve identifying and acquiring new clients, as well as deepening relationships with existing clients through cross-selling and up-selling of products and services.

Key Responsibilities

• Develop and implement strategies to acquire new clients and expand the existing client base
• Understand the financial needs and goals of clients and provide them with customized solutions
• Conduct regular portfolio reviews and proactively offer suitable products and services to clients
• Build and maintain strong relationships with clients to ensure high levels of customer satisfaction and retention
• Collaborate with other teams within the bank to provide a seamless and integrated customer experience
• Keep up-to-date with market trends and competitor offerings to effectively position IDFC FIRST Bank's products and services
• Achieve individual and team sales targets and contribute to the overall growth of the bank
  

Qualifications

• Minimum 2 years of experience in wealth management or sales in the banking/financial services industry
• Bachelor's degree in Finance, Business Administration, or related field
• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Proven track record of achieving sales targets
• Ability to build and maintain relationships with clients
• Knowledge of local market and customer preferences
  

If you are a self-motivated individual with a passion for sales and wealth management, and are looking for a challenging and rewarding career opportunity, then we would love to hear from you. Join us at IDFC FIRST Bank and be a part of our journey towards becoming the most customer-centric bank in India.