Relationship Manager-First Wealth-North IDFC FIRST Bank

  • company name IDFC FIRST Bank
  • working location Office Location
  • job type Full Time

Experience: 3 - 3 years required

Pay:

Salary Information not included

Type: Full Time

Location: Himachal Pradesh

Skills: retail banking, Wealth management, financial products, Sales, Communication skills, Interpersonal Skills, Relationship management, Market Knowledge, customer preferences

About IDFC FIRST Bank

Job Description

Job Requirements Job Description: Relationship Manager-First Wealth-North 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. We are looking for a highly motivated and experienced Relationship Manager to join our Retail Banking team in Uttar Pradesh, India. Job Title: Relationship Manager-First Wealth-North Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Retail Liabilities > Sales > RM Channel Location: Uttar Pradesh, India Additional Parameters: - Minimum 3 years of experience in retail banking or wealth management - Strong knowledge of financial products and services - Excellent communication and interpersonal skills - Ability to build and maintain relationships with clients - Proven track record of meeting sales targets - Knowledge of local market and customer preferences - Willingness to travel within the assigned region Job Summary: As a Relationship Manager-First Wealth-North, you will be responsible for managing and growing the First Wealth portfolio in the North region of Uttar Pradesh. You will be the primary point of contact for high net worth individuals and will be responsible for providing them with personalized financial solutions to meet their wealth management needs. Key Responsibilities: - Build and maintain relationships with high net worth individuals in the assigned region - Understand their financial goals and provide them with customized wealth management solutions - Cross-sell various retail banking products and services to increase the overall portfolio size - Achieve sales targets and contribute to the growth of the First Wealth portfolio - Keep up-to-date with market trends and competitor offerings to provide the best financial advice to clients - Collaborate with other teams within the bank to provide a seamless customer experience - Ensure compliance with all regulatory and internal policies and procedures Qualifications: - Any Graduate - Minimum 3 years of experience in retail banking or wealth management - Strong knowledge of financial products and services - Excellent communication and interpersonal skills - Proven track record of meeting sales targets - Knowledge of local market and customer preferences - Willingness to travel within the assigned region If you are a self-motivated individual with a passion for providing exceptional customer service and have a strong understanding of financial products and services, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank. Join us and be a part of our dynamic and growing team!,