Wealth Relationship Manager

Role Overview: You will be a First Wealth Relationship Manager at IDFC FIRST Bank in Surat, managing a portfolio of high-net-worth clients by providing tailored financial solutions to meet their wealth management needs. Your daily responsibilities will include building and nurturing relationships, identifying client needs, advising on investment opportunities, ensuring compliance with financial regulations, and meeting revenue and client satisfaction targets. As a trusted advisor, you will collaborate with internal teams to deliver seamless banking and wealth management services. Key Responsibilities: - Manage and grow a portfolio of high-net-worth clients - Deliver tailored financial solutions to meet clients" wealth management needs - Build and nurture relationships with clients - Identify client needs and provide suitable investment opportunities - Ensure compliance with financial regulations - Achieve revenue and client satisfaction targets - Collaborate with internal teams to deliver seamless banking and wealth management services Qualifications Required: - Strong interpersonal and relationship-building skills with a customer-centric approach - Expertise in wealth management, investment advisory, and financial planning - Proficiency in sales, business development, and achieving revenue-based targets in banking or financial services - Good understanding of financial markets, compliance regulations, and banking products - Excellent communication, presentation, and negotiation skills - Bachelor's degree in Finance, Business, Economics, or a related field; MBA or certifications like CFP or CFA are advantageous - Ability to work independently and collaboratively within a team in a fast-paced banking environment,