Relationship Manager-First Wealth - Pipeline

- Build and maintain strong relationships with high net worth clients through regular communication and meetings - Understand clients' financial goals and risk appetite and provide them with customized investment solutions - Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products - Meet and exceed sales targets by acquiring new clients and increasing business from existing clients - Keep up-to-date with market trends and changes in investment products and services - Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience - Ensure compliance with all regulatory and internal policies and procedures Qualifications: - Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Bachelor's degree in finance, business, or related field - Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Skills: - Excellent communication and interpersonal skills - Strong sales and negotiation skills - Ability to build and maintain strong relationships with clients - In-depth knowledge of investment products and services - Good understanding of local market and customer preferences - Proficient in MS Office and other relevant software applications If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us. .