Position: Relationship Manager-First Wealth

Job Type: Full time

Job Category: Retail Banking

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

Location: Chennai & Vellore

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

📌 Relationship Manager - First Wealth (Chennai)
🏢 Worklooms Consulting
📍 Chennai