Relationship Manager-First Wealth
GurugramFull-time2–5 yrsPosted over a month ago
Mid-level finance role at IDFC FIRST Bank in Gurugram. Needs 2+ years and a B.Com or BBA.
About the role
Relationship Manager-First Wealth at IDFC FIRST Bank As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals.
What you'll do
- 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
What you need
- Wealth management
- Customer service
- Sales
- Negotiation
- Mutual funds
- Cross-selling