Relationship Manager-First Wealth

Job Requirements

Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank

Company Overview

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong focus on technology and a wide range of products and services, we aim to be the preferred banking partner for our customers.

Job Title: Relationship Manager-First Wealth

Job Type: Full-Time

Job Category: Sales & Relationship Management- Retail Banking

Department: Retail Banking > Branch Banking > Branch

Location: Gwalior, Madhya Pradesh, India

Additional Parameters

• Minimum 2 years of experience in sales and relationship management in the banking or financial services industry
• Strong knowledge of retail banking products and services
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Proven track record of meeting and exceeding sales targets
• Knowledge of local market and customer preferences in Gwalior, Madhya Pradesh
• Bachelors degree in Business Administration, Finance, or related field
  
  

Job Summary

We are seeking a highly motivated and experienced Relationship Manager-First Wealth to join our team at IDFC FIRST Bank in Gwalior, Madhya Pradesh. The ideal candidate 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
• Understand the financial needs and goals of clients and provide them with customized solutions to meet their requirements
• Cross-sell and upsell a range of retail banking products and services such as savings accounts, fixed deposits, loans, and investment products
• Build and maintain strong relationships with clients to ensure their satisfaction and loyalty
• Monitor and analyze the performance of the portfolio and take necessary actions to achieve sales targets
• Keep up-to-date with market trends and competitors offerings to provide clients with the best possible solutions
• Collaborate with other teams within the bank to ensure seamless delivery of services to clients
• Comply with all regulatory and internal policies and procedures
  
  

Qualifications

• Minimum 2 years of experience in sales and relationship management in the banking or financial services industry
• Bachelors degree in Business Administration, Finance, or related field
• Strong knowledge of retail banking products and services
• Excellent communication and interpersonal skills
• Proven track record of meeting and exceeding sales targets
• Knowledge of local market and customer preferences in Gwalior, Madhya Pradesh
  
  

If you are a self-driven and results-oriented individual with a passion for sales and relationship management, we would love to hear from you. Join us at IDFC FIRST Bank and be a part of our dynamic and growing team.

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