Job Requirements

Job Description: Relationship Manager-First Wealth Pipeline

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Branch Banking > Branch > Relationship Management

Location: Punjab, India

IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Punjab, India. As a Relationship Manager-First Wealth Pipeline, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and building long-term relationships.

Key Responsibilities:

Identify and acquire new high net worth clients through various channels such as referrals, networking, and cold calling
Build and maintain strong relationships with existing clients, understanding their financial needs and providing them with customized solutions
Conduct regular portfolio reviews and proactively offer new products and services to clients to deepen their relationship with the bank
Collaborate with other departments within the bank to ensure seamless delivery of services to clients
Stay updated on market trends and changes in financial regulations to provide accurate and timely advice to clients
Meet and exceed sales targets and contribute to the overall growth of the branch and the bank

Qualifications:

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

We offer a competitive salary and benefits package, as well as 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 at IDFC FIRST Bank.

Wealth Relationship Manager

Relationship Manager-First Wealth Pipeline