Relationship Manager-First Wealth

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.