Relationship Manager-First Wealth Pipeline

Job RequirementsJob Description: Relationship Manager-First Wealth PipelineJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: Punjab, IndiaIDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Punjab, India. As a Relationship Manager-First Wealth Pipeline, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and building long-term relationships.Key Responsibilities Identify and acquire new high net worth clients through various channels such as referrals, networking, and cold calling Build and maintain strong relationships with existing clients, understanding their financial needs and providing them with customized solutions Conduct regular portfolio reviews and proactively offer new products and services to clients to deepen their relationship with the bank Collaborate with other departments within the bank to ensure seamless delivery of services to clients Stay updated on market trends and changes in financial regulations to provide accurate and timely advice to clients Meet and exceed sales targets and contribute to the overall growth of the branch and the bankQualifications Bachelor's degree in Finance, Business Administration, or a related field Minimum of 3 years of experience in relationship management, preferably in the banking or financial services industry Proven track record of acquiring and managing high net worth clients In-depth knowledge of financial products and services, including investments, insurance, and loans Excellent communication and interpersonal skills Strong sales and negotiation skills Ability to work independently and as part of a team Proficiency in MS Office and CRM softwareWe offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a driven and results-oriented individual with a passion for providing exceptional customer service, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.