Relationship Manager-First Wealth

💰 ₹28,800 - ₹46,080 (Est.) 📍 New Delhi 🕐 3 days ago

Job Description

Cherry Hill Interiors


Sr. Arc. Corporate Interior / Fit-Out
Cherry Hill Interiors • New Delhi, Delhi • via LinkedIn
19 hours ago
Full–time
Apply on LinkedIn
Job description
Senior Architect – Corporate Interior / Fit-Out

Location: Delhi NCR

Experience: 8+ Years

Industry: Corporate Interiors / Workplace Fit-Out
About Us

We are a leading design & build firm delivering high-end corporate interior and workplace solutions across India. Our focus is on innovation, quality execution, and client-centric design.

Key Responsibilities
• Lead end-to-end design for corporate...
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IDFC FIRST Bank


Relationship Manager-First Wealth
IDFC FIRST Bank • Delhi • via IDFC FIRST Bank
8 hours ago
Full–time
Apply on IDFC FIRST Bank
Apply on Indeed
Apply directly on Jobs.weekday.works
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Job description
Job Requirements

Job Requirements

Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank

Company Overview:

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations.

Job Title: Relationship Manager-First Wealth

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Branch Banking > Branch > Relationship Management

Location: East of Kailash, New Delhi, Delhi 110065, India

Additional Parameters:

- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry

- Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products

- Excellent communication and interpersonal skills

- Proven track record of meeting and exceeding sales targets

- Ability to build and maintain strong relationships with clients

- Knowledge of local market and customer preferences

- Bachelor's degree in finance, business, or related field

- Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage

Job Summary:

As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals.

Key Responsibilities:

- Build and maintain strong relationships with high net worth clients through regular communication and meetings

- Understand clients' financial goals and risk appetite and provide them with customized investment solutions

- Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products

- Meet and exceed sales targets by acquiring new clients and increasing business from existing clients

- Keep up-to-date with market trends and changes in investment products and services

- Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience

- Ensure compliance with all regulatory and internal policies and procedures

Qualifications:

- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry

- Bachelor's degree in finance, business, or related field

- Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage

Skills:

- Excellent communication and interpersonal skills

- Strong sales and negotiation skills

- Ability to build and maintain strong relationships with clients

- In-depth knowledge of investment products and services

- Good understanding of local market and customer preferences

- Proficient in MS Office and other relevant software applications

If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us

💡 Quick Summary

Seeking a career-building opportunity? The Relationship Manager-First Wealth position is now open for candidates interested in the Accountant Jobs sector. This role in New Delhi offers a professional environment and growth potential.

Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.

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Job Details

Company Name: IDFC FIRST Bank

Frequently Asked Questions

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The expected salary for Relationship Manager-First Wealth in New Delhi is ₹28,800 - ₹46,080 (Est.) per month. Actual compensation may vary based on experience and negotiation.
No, Relationship Manager-First Wealth is an on-site position based in New Delhi. Candidates must be able to commute or relocate to this location.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Relationship Manager-First Wealth. Previous experience in Accountant Jobs is a plus. Freshers may also apply depending on the employer's requirements.
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