01Key Responsibilities
- Identify and acquire new high net worth clients through various channels such as referrals, networking, and cold calling
- Build and maintain strong relationships with existing clients, understanding their financial needs and providing them with customized solutions
- Conduct regular portfolio reviews and proactively offer new products and services to clients to deepen their relationship with the bank
- Collaborate with other departments within the bank to ensure seamless delivery of services to clients
- Stay updated on market trends and changes in financial regulations to provide accurate and timely advice to clients
- Meet and exceed sales targets and contribute to the overall growth of the branch and the bank
Qualifications:
- Bachelor's degree in Finance, Business Administration, or a related field
- Minimum of 3 years of experience in relationship management, preferably in the banking or financial services industry
- Proven track record of acquiring and managing high net worth clients
- In-depth knowledge of financial products and services, including investments, insurance, and loans
- Excellent communication and interpersonal skills
- Strong sales and negotiation skills
- Ability to work independently and as part of a team
- Proficiency 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 results-oriented individual with a passion for providing exceptional customer service, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.
