Relationship Manager-First Wealth

Role & responsibilities

Job Title: Relationship Manager-First Wealth
Job Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: Lucknow

Additional Parameters

• Minimum 3 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

• 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 3years 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

• Age Criteria Up to 28 Years

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
  

Preferred candidate profile