Cluster Lead - First Wealth

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

• Bachelors 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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