Position: Relationship Manager-First Wealth & Relationship Manager - Current Account

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Retail Liabilities > Sales > RM Channel

Location: Hyderabad

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 professional 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 regulations to provide accurate and timely information to clients

Qualifications

- Bachelor's degree in Finance, Business, or related field
- Proven experience in current account management or related financial services
- Strong communication and interpersonal skills
- Ability to multitask and prioritize in a fast-paced environment
- Knowledge of financial products and services

📌 Relationship Manager - First Wealth & RM - Current Account (Hyderabad)
🏢 Worklooms Consulting
📍 Hyderabad