Relationship Manager-First Wealth
IDFC FIRST Bank
Date: 3 weeks ago
City: Gwalior, Madhya Pradesh
Contract type: Full time
Job Requirements
Job Description: Relationship Manager-First Wealth 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. With a strong focus on technology and a wide range of products and services, we aim to be the preferred banking partner for our customers.
Job Title: Relationship Manager-First Wealth
Job Type: Full-Time
Job Category: Sales & Relationship Management- Retail Banking
Department: Retail Banking > Branch Banking > Branch
Location: Gwalior, Madhya Pradesh, India
Additional Parameters
We are seeking a highly motivated and experienced Relationship Manager-First Wealth to join our team at IDFC FIRST Bank in Gwalior, Madhya Pradesh. The ideal candidate will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and building long-term relationships.
Key Responsibilities
Job Description: Relationship Manager-First Wealth 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. With a strong focus on technology and a wide range of products and services, we aim to be the preferred banking partner for our customers.
Job Title: Relationship Manager-First Wealth
Job Type: Full-Time
Job Category: Sales & Relationship Management- Retail Banking
Department: Retail Banking > Branch Banking > Branch
Location: Gwalior, Madhya Pradesh, India
Additional Parameters
- Minimum 2 years of experience in sales and relationship management in the banking or financial services industry
- Strong knowledge of retail banking products and services
- Excellent communication and interpersonal skills
- Ability to build and maintain relationships with clients
- Proven track record of meeting and exceeding sales targets
- Knowledge of local market and customer preferences in Gwalior, Madhya Pradesh
- Bachelor's degree in Business Administration, Finance, or related field
We are seeking a highly motivated and experienced Relationship Manager-First Wealth to join our team at IDFC FIRST Bank in Gwalior, Madhya Pradesh. The ideal candidate will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and building long-term relationships.
Key Responsibilities
- Identify and acquire new high net worth clients through various channels such as referrals, networking, and cold calling
- Understand the financial needs and goals of clients and provide them with customized solutions to meet their requirements
- Cross-sell and upsell a range of retail banking products and services such as savings accounts, fixed deposits, loans, and investment products
- Build and maintain strong relationships with clients to ensure their satisfaction and loyalty
- Monitor and analyze the performance of the portfolio and take necessary actions to achieve sales targets
- Keep up-to-date with market trends and competitors' offerings to provide clients with the best possible solutions
- Collaborate with other teams within the bank to ensure seamless delivery of services to clients
- Comply with all regulatory and internal policies and procedures
- Minimum 2 years of experience in sales and relationship management in the banking or financial services industry
- Bachelor's degree in Business Administration, Finance, or related field
- Strong knowledge of retail banking products and services
- Excellent communication and interpersonal skills
- Proven track record of meeting and exceeding sales targets
- Knowledge of local market and customer preferences in Gwalior, Madhya Pradesh
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