Relationship Manager-First Wealth - Haryana
About this role
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.
Company at a glance
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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.
Top Benefits
- Competitive Salary
- Benefits Package
- Growth And Development Opportunities
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