Job Requirements Job Requirements 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 robust presence in the retail banking sector we are dedicated to helping our customers achieve their financial goals and aspirations Job Title Relationship Manager-First Wealth Job Type Full-Time Job Category Retail Banking Department Retail Banking Branch Banking Branch Relationship Management Location East of Kailash New Delhi Delhi 110065 India Additional Parameters - Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Strong knowledge of investment products and services including mutual funds insurance and other wealth management products - Excellent communication and interpersonal skills - Proven track record of meeting and exceeding sales targets - Ability to build and maintain strong relationships with clients - Knowledge of local market and customer preferences - Bachelor s degree in finance business or related field - Relevant certifications such as NISM AMFI or IRDAI will be an added advantage Job Summary As a Relationship Manager-First Wealth at IDFC FIRST Bank you will be responsible for managing and growing a portfolio of high net worth clients You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals Key Responsibilities - 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

📌 Relationship Manager-first Wealth (Delhi)
🏢 IDFC FIRST Bank
📍 Delhi