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Cluster Lead - First Wealth

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Job Description

Job Requirements

Company Name: IDFC FIRST Bank

Job Title: Relationship Manager

Job Type: Full-time

Job Category: Banking/Finance

Department: Retail Banking

Location: Hyderabad

IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Mumbai, India. As a Relationship Manager, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and excellent customer service.

Key Responsibilities

  • Develop and maintain relationships with high net worth clients, understanding their financial needs and goals
  • Provide personalized financial advice and solutions to clients, including investment, insurance, and loan products
  • Proactively identify opportunities to cross-sell and upsell products and services to clients
  • Ensure timely and accurate execution of client transactions and requests
  • Stay updated on market trends and industry developments to provide clients with relevant and timely advice
  • Collaborate with internal teams to ensure seamless delivery of products and services to clients
  • Meet and exceed sales targets and contribute to the overall growth of the bank

Qualifications

  • Bachelor's degree in Finance, Business Administration, or a related field
  • Minimum of 3 years of experience in a similar role, preferably in the banking or financial services industry
  • Proven track record of managing and growing a portfolio of high net worth clients
  • Strong understanding of financial products and services, including investments, insurance, and loans
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong sales and negotiation skills
  • Proficient 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 customer-focused individual with a passion for the banking industry, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.

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About Company

Job ID: 146160945

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