Relationship Manager-First Wealth Pipeline

As a Relationship Manager-First Wealth Pipeline at IDFC FIRST Bank, located in Punjab, India, you will play a crucial role in managing and growing a portfolio of high net worth clients. Your primary responsibilities will include: - Identifying and acquiring new high net worth clients through various channels such as referrals, networking, and cold calling - Building and maintaining strong relationships with existing clients, understanding their financial needs, and providing customized solutions - Conducting regular portfolio reviews and proactively offering new products and services to deepen client relationships - Collaborating with other departments within the bank to ensure seamless delivery of services - Staying updated on market trends and changes in financial regulations to provide accurate and timely advice to clients - Meeting and exceeding sales targets to contribute to the overall growth of the branch and the bank Qualifications required for this role include: - Bachelor's degree in Finance, Business Administration, or a related field - Minimum of 3 years of experience in relationship management, preferably in the banking or financial services industry - Proven track record of acquiring and managing high net worth clients - In-depth knowledge of financial products and services, including investments, insurance, and loans - Excellent communication and interpersonal skills - Strong sales and negotiation skills - Ability to work independently and as part of a team - Proficiency in MS Office and CRM software IDFC FIRST Bank offers a competitive salary and benefits package, along with opportunities for career growth and development. If you are a driven and results-oriented individual with a passion for providing exceptional customer service, we encourage you to apply for this exciting opportunity.,