Relationship Manager-First Wealth - Delhi

As a Relationship Manager-First Wealth at IDFC FIRST Bank in Delhi, you will play a crucial role in managing and expanding the First Wealth portfolio. Your primary responsibilities will include developing and nurturing relationships with both existing and potential First Wealth clients, understanding their financial needs and goals, and offering them appropriate investment solutions. Your success will be measured by achieving sales targets, contributing to the growth of the First Wealth portfolio, conducting regular portfolio reviews, and keeping clients informed about their investments. Collaboration with other teams within the bank to cross-sell products and services, staying updated on market trends to provide timely investment advice, and ensuring compliance with all regulatory and internal policies and procedures are also key aspects of this role. To qualify for this position, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, and have a minimum of 2 years of experience in retail banking, wealth management, or sales. A strong understanding of investment products and financial markets, excellent communication and interpersonal skills, a proven track record of meeting sales targets, the ability to work both independently and as part of a team, and knowledge of the local market and customer preferences in Delhi are preferred. IDFC FIRST Bank offers a competitive salary and benefits package, along with opportunities for career growth and development within the organization. If you are a self-motivated individual with a passion for sales and wealth management, we invite you to apply for this exciting opportunity and be a part of our team at IDFC FIRST Bank.,