Chandigarh, Chandigarh, India · On-site
Job Requirements Job Description: Relationship Manager-First Wealth Pipeline Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch > Relationship Management Location: Punja…
Skills: Relationship Management, Client Acquisition, Financial Planning, Portfolio Review, Sales
Agra, Uttar Pradesh, India · On-site
Job Requirements Job Requirements Role/ Job Title: Auditor – Gold Loan Function/ Department: Gold Loan Job Purpose: To ensure the Audit conducted at branches are within the defined TAT and quality. Roles & Responsibiliti…
Skills: Gold Loan Valuation, Audit Compliance, Collateral Purity Verification, Security Auditing, Stock Evaluation
Surat, Gujarat, India · On-site
Job Requirements Role/ Job Title: Associate Relationship Manager - Unnati MBL Function/ Department: Unnati MBL Job Purpose: 'To deliver a high-quality client service and customer retention. Enhance product sales and new …
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Chennai, Tamil Nadu, India · On-site
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Mumbai, Maharashtra, India · On-site
Job Requirements Job Description Senior Manager – Affluent Customer Experience & Design Job Purpose Design and steward premium experiences and lifecycle communications; orchestrate onboarding & RM enablement; own complai…
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Hyderabad, Telangana, India · On-site
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Karnataka, India · On-site
Job Requirements Role/ Job Title: Associate Relationship Manager-JLG Function/ Department: JLG Job Purpose: 'The role entails deepening relationships with Banking accounts and ensuring best in-class service to the custom…
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Navi Mumbai, Maharashtra, India · On-site
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Jaipur, Rajasthan, India · On-site
Job Requirements Job Requirements Role/ Job Title: Auditor – Gold Loan Function/ Department: Gold Loan Job Purpose: To ensure the Audit conducted at branches are within the defined TAT and quality. Roles & Responsibiliti…
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Rajkot, Gujarat, India · On-site
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Mumbai, Maharashtra, India · On-site
Job Requirements About the Role The Associate Manager – Acquisition (Household) is a front-line sales role within the Branch Banking function, responsible for acquiring new savings account customers for the bank. The rol…
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Godhra, Gujarat, India · On-site
Job Requirements Role/ Job Title: Associate Relationship Manager-JLG Function/ Department: JLG Job Purpose: 'The role entails deepening relationships with Banking accounts and ensuring best in-class service to the custom…
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Gujarat, India · On-site
Job Requirements Role/ Job Title: Associate Manager-Acquisition (CASA) Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role invo…
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Mumbai, Maharashtra, India · On-site
Job Requirements About the Role The Associate Manager – Acquisition (Current Account) is responsible for acquiring new-to-bank (NTB) current account customers for a designated branch. This role involves direct customer i…
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Pollachi, Tamil Nadu, India · On-site
Job Requirements Role/ Job Title: Associate Relationship Manager-Affordable HL Function/ Department: Affordable Mortgage Loans Job Purpose: 'To deliver a high-quality client service and customer retention. Enhance produc…
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Solapur, Maharashtra, India · On-site
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Punjab, India · On-site
Job Requirements About the Role The Associate Customer Service Manager is a critical role within the Rural Banking function, responsible for managing branch operations and delivering exceptional customer service. The rol…
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Mumbai, Maharashtra, India · On-site
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Barabanki, Uttar Pradesh, India · On-site
Job Requirements About the role · Role / Job Title: Area Sales Manager – Gold Loan · Place of Work: Mumbai / Delhi · Function / Department: Gold Loan Job Purpose The role entails scaling up the business & distribution of…
Skills: Gold Loan Lending, Business Development, Market Survey, Competition Mapping, Customer Acquisition
Hyderabad, Telangana, India · On-site
Job Requirements About the Role Be the voice of IDFC FIRST Bank! As a Customer Service Executive, you’ll be the first point of contact for our customers—resolving queries, building trust, and delivering service that deli…
Skills: Customer Service, Problem Solving, Decision Making, CRM Tools, Interpersonal Skills
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Manage and grow a portfolio of high net worth clients by providing personalized financial solutions. Identify new clients through networking and referrals while maintaining strong long-term relationships to meet sales targets.
Requires a bachelor's degree in Finance or Business and at least 3 years of experience in relationship management within the banking sector. Must possess strong knowledge of investment, insurance, and loan products.
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:
Qualifications:
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.
For any bank-related queries, please email us at [email protected] or call 1800 10 888 (Toll free).
**Never share your password, OTP, UPI Pin, CVV etc with anyone.** Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles: Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles. Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions. Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so. Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees. Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store. Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years. Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans. ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility. Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
Offices: IDFC FIRST Bank Tower, The Square, C-61, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai, Maharashtra 400 051, IN
For any bank-related queries, please email us at [email protected] or call 1800 10 888 (Toll free).
**Never share your password, OTP, UPI Pin, CVV etc with anyone.** Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles: Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles. Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions. Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so. Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees. Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store. Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years. Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans. ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility. Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
Offices: IDFC FIRST Bank Tower, The Square, C-61, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai, Maharashtra 400 051, IN
