Relationship Manager-First Wealth Pipeline

As a Relationship Manager-First Wealth Pipeline at IDFC FIRST Bank in Punjab, India, you will play a crucial role in managing and expanding a portfolio of high net worth clients. Your primary responsibility will be to offer personalized financial solutions to clients while nurturing long-lasting relationships with them. Your key responsibilities will include identifying and onboarding new high net worth clients using various acquisition channels, maintaining strong relationships with existing clients by understanding their financial needs, conducting regular portfolio reviews, and proactively introducing new products and services to deepen client engagement. Collaboration with different bank departments is essential to ensure seamless service delivery. Staying informed about market trends and financial regulations will enable you to provide precise and timely advice to clients. Your performance will be measured against sales targets to contribute to the branch and bank's overall growth. To qualify for this role, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, with a minimum of 3 years of experience in relationship management, preferably in banking or financial services. A successful track record in acquiring and managing high net worth clients is crucial, along with comprehensive knowledge of financial products and services like investments, insurance, and loans. Strong communication, interpersonal, sales, and negotiation skills are necessary, along with the ability to work independently and collaboratively. Proficiency in MS Office and CRM software will be advantageous. Joining IDFC FIRST Bank offers a competitive salary and benefits package, alongside opportunities for career advancement and skill development. If you are a motivated individual with a customer-centric approach and a drive to excel, we invite you to apply for this rewarding position.,