Relationship Manager First Wealth

Job Role

Manage and grow relationships with premium/high-value customers by providing personalized banking and wealth solutions while achieving business and sales targets.

Key Responsibilities
- Manage a portfolio of First Wealth customers and build long-term relationships.
- Acquire new customers and drive CASA growth.
- Cross-sell banking, investment, insurance, credit card and loan products.
- Increase Product Holding per Customer through need-based selling.
- Understand customer financial needs and provide suitable solutions.
- Drive customer engagement, retention and satisfaction.
- Promote digital banking and other value-added services.
- Achieve assigned business, revenue and acquisition targets.
- Ensure KYC, compliance and operational processes are followed.




- Coordinate with internal teams for loans, investments and other customer requirements.

Eligibility
- Graduate in any discipline.
- Experience in banking, wealth management, relationship management or financial services preferred.
- Strong communication, sales and customer relationship skills.
- Target-oriented with positive knowledge of banking/financial products.

Key KPIs
- CASA growth
- New customer acquisition
- Cross-selling / product penetration
- Revenue and business targets
- Customer retention & satisfaction
- Compliance and operational accuracy

📌 Relationship Wealth Manager (Gurugram)
🏢 Acura solutions
📍 Gurugram