Key Responsibilities:
- Develop and maintain relationships with existing and potential First Wealth clients
- Understand the financial needs and goals of clients and provide them with suitable investment solutions
- Achieve sales targets and contribute towards the growth of the First Wealth portfolio
- Conduct regular portfolio reviews and provide clients with updates on their investments
- Collaborate with other teams within the bank to cross-sell products and services to clients
- Stay updated with market trends and provide clients with timely investment advice
- Ensure compliance with all regulatory and internal policies and procedures
Qualifications:
- Bachelor's degree in Finance, Business Administration, or a related field
- Minimum of 4 years of experience in retail banking, wealth management, or sales
- Strong knowledge of investment products and financial markets
- Excellent communication and interpersonal skills
- Proven track record of achieving sales targets
- Ability to work independently and in a team environment
We are currently seeking a dedicated and experienced Relationship Manager-Current Account to join our team in Hyderabad. This is a full-time position that requires a skilled and customer-focused individual who can effectively manage current accounts and build strong relationships with clients.
Responsibilities:
- Manage a portfolio of current accounts and ensure customer satisfaction
- Develop and maintain strong relationships with clients to understand their financial needs
- Provide personalized financial advice and solutions to help clients achieve their financial goals
- Collaborate with internal teams to ensure seamless account management and customer service
- Stay updated on industry trends and regulation