Relationship Manager-First Wealth - Pipeline
- Noida, Uttar Pradesh
- Permanent
- Full-time
Retail Liabilities
Sales
RM ChannelLocation: Delhi, Delhi, IndiaIDFC FIRST Bank is seeking a highly motivated and dynamic individual to join our team as a Relationship Manager-First Wealth in Delhi. As a Relationship Manager, you will be responsible for managing and growing the First Wealth portfolio of the bank.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 proceduresQualifications:- Bachelor's degree in Finance, Business Administration, or a related field- Minimum of 2 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- Knowledge of local market and customer preferences in Delhi is preferredWe offer a competitive salary and benefits package, as well as opportunities for growth and development within the bank. If you are a self-starter with a passion for sales and wealth management, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.