Job Description: Relationship Manager-First Wealth - Haryana

Company Name: IDFC FIRST Bank

Job Title: Relationship Manager-First Wealth - Haryana

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Retail Liabilities > Sales > RM Channel

Location: Delhi Division, Delhi, India

IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our team in Haryana. As a Relationship Manager-First Wealth, you will be responsible for managing and growing our first wealth portfolio in the Haryana region.

Key Responsibilities:

- Develop and maintain strong relationships with existing and potential first wealth clients in Haryana

- Understand clients' financial needs and provide them with suitable solutions and products offered by the bank

- Achieve sales targets by cross-selling and up-selling various banking products and services

- Act as a single point of contact for all first wealth clients and provide them with excellent customer service

- Conduct regular portfolio reviews and provide financial advice to clients to help them achieve their financial goals

- Collaborate with other departments and teams within the bank to ensure seamless service delivery to clients

- Keep up-to-date with market trends and competition to identify new business opportunities

- Adhere to all regulatory and compliance guidelines while carrying out job responsibilities

Qualifications:

- Bachelor's degree in Finance, Business Administration, or a related field

- Minimum of 3 years of experience in retail banking, with a focus on wealth management

- Proven track record of achieving sales targets and building strong relationships with clients

- Excellent communication and interpersonal skills

- Strong knowledge of financial products and services offered by the bank

- Ability to work independently and as part of a team

- Knowledge of local market and competition in Haryana is preferred

- Relevant certifications such as CFP, CWM, or NISM will be an added advantage

We offer a competitive salary and benefits package, along with opportunities for growth and development within the organization. If you have a passion for sales and wealth management, and are looking for a challenging and rewarding career, then we want to hear from you!

Additional Parameters:

- Fluency in local language (Hindi) is a must

- Willingness to travel within Haryana for client meetings and business development activities

- Knowledge of MS Office and CRM software is preferred.