Job Requirements Company Name: IDFC FIRST Bank

Job Title: Relationship Manager

Job Type: Full-time

Job Category: Banking/Finance

Department: Retail Banking

Location: Hyderabad

IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Mumbai, India. As a Relationship Manager, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and excellent customer service.

Key Responsibilities
Develop and maintain relationships with high net worth clients, understanding their financial needs and goals
Provide personalized financial advice and solutions to clients, including investment, insurance, and loan products
Proactively identify opportunities to cross-sell and upsell products and services to clients
Ensure timely and accurate execution of client transactions and requests
Stay updated on market trends and industry developments to provide clients with relevant and timely advice




Collaborate with internal teams to ensure seamless delivery of products and services to clients
Meet and exceed sales targets and contribute to the overall growth of the bank

Qualifications:
Bachelor's degree in Finance, Business Administration, or a related field
Minimum of 3 years of experience in a similar role, preferably in the banking or financial services industry
Proven track record of managing and growing a portfolio of high net worth clients
Strong understanding of financial products and services, including investments, insurance, and loans
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Solid sales and negotiation skills
Proficient in MS Office and CRM software

We offer a market-competitive salary and advantages package, as well as opportunities for career growth and development. If you are a driven and customer-focused individual with a passion for the banking industry, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.

📌 Cluster Lead First Wealth Hyderabad
🏢 IDFC FIRST Bank
📍 Hyderabad