Relationship Manager-First Wealth - Pipeline - Delhi

Job Description: As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will play a crucial role in managing and expanding a portfolio of high net worth clients. Your primary responsibility will be to serve as the main point of contact for these clients, offering them personalized wealth management solutions tailored to their financial objectives. Your duties will entail building and nurturing strong relationships with high net worth clients through regular interactions and meetings. It will be essential to grasp the financial goals and risk tolerance of each client to deliver customized investment strategies. You will be expected to promote a variety of wealth management products and services, including mutual funds, insurance, and other financial instruments, to cater to the diverse needs of your clients. Your success in this role will be measured by your ability to surpass sales targets by acquiring new clients and expanding business from existing clients. Staying informed about market trends and evolving investment products and services will be crucial to provide up-to-date advice to your clients. Collaboration with internal departments and teams within the bank will be necessary to ensure a seamless and exceptional customer experience. Upholding compliance with all regulatory and internal policies and procedures is imperative in maintaining the bank's standards. Qualifications: - Minimum 2 years of experience in wealth management or relationship management within the banking or financial services sector - Bachelor's degree in finance, business, or a related field - Possession of relevant certifications such as NISM, AMFI, or IRDAI will be advantageous Skills: - Excellent communication and interpersonal abilities - Strong sales and negotiation skills - Capability to establish and maintain solid client relationships - Profound understanding of investment products and services - Familiarity with local market dynamics and customer preferences - Proficiency in MS Office and other relevant software applications If you are a dynamic and motivated individual with a keen interest in wealth management and a dedication to delivering exceptional customer service, we encourage you to apply for the position of Relationship Manager-First Wealth at IDFC FIRST Bank. Take the first step towards a gratifying career by joining our team today. Apply now!,