Job Description: Relationship Manager-First Wealth Pipeline

Job Type: Full-Time

Job Category: Retail Banking

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

Location: Punjab, India

IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Punjab, India. As a Relationship Manager-First Wealth Pipeline, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and building long-term relationships.

Key Responsibilities:

- Identify and acquire new high net worth clients through various channels such as referrals, networking, and cold calling

- Build and maintain strong relationships with existing clients, understanding their financial needs and providing them with customized solutions

- Conduct regular portfolio reviews and proactively offer new products and services to clients to deepen their relationship with the bank

- Collaborate with other departments within the bank to ensure seamless delivery of services to clients

- Stay updated on market trends and changes in financial regulations to provide accurate and timely advice to clients

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

Qualifications:

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

- Minimum of 3 years of experience in relationship management, preferably in the banking or financial services industry

- Proven track record of acquiring and managing high net worth clients

- In-depth knowledge of financial products and services, including investments, insurance, and loans

- Excellent communication and interpersonal skills

- Strong sales and negotiation skills

- Ability to work independently and as part of a team

- Proficiency 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 results-oriented individual with a passion for providing exceptional customer service, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.