Cluster Lead - First Wealth

Full Time 6 days ago
Employment Information
Job Requirements

Company Name: IDFC FIRST Bank

Job Title: Relationship Manager

Job Type: Full-time

Job Category: Banking/Finance

Department: Retail Banking

Location: Hyderabad



IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Mumbai, India. As a Relationship Manager, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and excellent customer service.


Key Responsibilities:

- Develop and maintain relationships with high net worth clients, understanding their financial needs and goals

- Provide personalized financial advice and solutions to clients, including investment, insurance, and loan products

- Proactively identify opportunities to cross-sell and upsell products and services to clients

- Ensure timely and accurate execution of client transactions and requests

- Stay updated on market trends and industry developments to provide clients with relevant and timely advice

- Collaborate with internal teams to ensure seamless delivery of products and services to clients

- Meet and exceed sales targets and contribute to the overall growth of the bank


Qualifications:

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

- Minimum of 3 years of experience in a similar role, preferably in the banking or financial services industry

- Proven track record of managing and growing a portfolio of high net worth clients

- Strong understanding of financial products and services, including investments, insurance, and loans

- Excellent communication and interpersonal skills

- Ability to work independently and as part of a team

- Strong sales and negotiation skills

- Proficient in MS Office and CRM software


We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a driven and customer-focused individual with a passion for the banking industry, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.