Relationship Manager - First Wealth
Delhi, India · À temps plein
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- Expérience
- 2+ yrs
- Salaire
- —
- Ouvertures
- 1
- Publié
- il y a 2 heures
- Work mode
- Au bureau
- Éducation
- Bachelor's degree in finance, business, or related field
- Eligibility
- Candidates with at least 2 years of experience in wealth management or relationship management in banking or financial services, along with a bachelor's degree in finance, business, or a related field. Certifications such as NISM, AMFI, or IRDAI are beneficial.
- Resume
- Required to apply
Where you'll work
Description de l'emploi
Role overview
IDFC FIRST Bank is seeking a Relationship Manager for its First Wealth segment in retail banking. The role focuses on serving high net worth customers, understanding their financial goals, and offering tailored wealth solutions that support long-term growth and customer satisfaction.
Location
East of Kailash, New Delhi, Delhi 110065, India.
Key responsibilities
- Manage and deepen relationships with high net worth clients through regular engagement and in-person or remote meetings.
- Assess customer financial objectives and risk appetite, then recommend suitable investment solutions.
- Promote and cross-sell wealth offerings such as mutual funds, insurance, and related investment products.
- Drive business growth by acquiring new customers and expanding relationships with existing clients to achieve sales targets.
- Stay informed about market developments and changes in investment products and services.
- Work closely with internal teams to deliver a smooth and high-quality client experience.
- Follow all regulatory requirements as well as internal policies and operating procedures.
Experience and qualifications
The bank is looking for candidates with at least 2 years of experience in wealth management or relationship management within banking or financial services. A bachelor's degree in finance, business, or a related discipline is required. Professional certifications such as NISM, AMFI, or IRDAI are considered an advantage.
Role requirements
- Minimum 2 years of relevant experience in wealth management or relationship management.
- Strong understanding of investment products and wealth offerings, including mutual funds and insurance.
- Excellent verbal and written communication abilities.
- Strong interpersonal skills and the ability to build lasting client relationships.
- Demonstrated success in meeting and exceeding sales goals.
- Working knowledge of the local market and customer preferences.
- Proficiency with MS Office and similar business software.
Ideal fit
This opportunity suits a proactive, customer-focused professional who enjoys relationship building, selling financial solutions, and delivering personalized service in a retail banking environment.
Additional information
Job category: Retail Banking. Department: Retail Banking > Branch Banking > Branch > Relationship Management. Employment type: Full-time.