Relationship Manager Banking
IDFC
Relationship Manager-First Wealth at IDFC FIRST Bank
IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations.
Job Title: Relationship Manager-First Wealth
Job Type: Full-Time
Job Category: Retail Banking
Department: Retail Banking
Branch Banking
Relationship Management
Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products
Proven track record of meeting and exceeding sales targets
Knowledge of local market and customer preferences
Bachelor's degree in finance, business, or related field
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.
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
Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
Ensure compliance with all regulatory and internal policies and procedures
Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
Bachelor's degree in finance, business, or related field
Strong sales and negotiation skills
In-depth knowledge of investment products and services
Good understanding of local market and customer preferences
Proficient in MS Office and other relevant software applications
If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth.
- ...Job Requirements 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...SuggestedFull timeLocal area
IDFC
Gurgaon1 day ago Rs 5 - 8 lakhs p.a.
...Responsibilities: ~ Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. ~ Achieve the Targets set... ...across his personal & business banking/financial needs. ~ Relationship Management profile involving acquiring, growing and deepening HNI...SuggestedLocal areaImmediate startQuick Turtle
Delhi17 days agoRs 4 - 7 lakhs p.a.
...Job Title: Relationship Manager - Wealth Management Location: Gurgaon, Mumbai, Bangalore Department: Wealth Management Experience: 3-8 years... ...financial markets. High ethical standards with a client-first approach. Empathetic, trustworthy, and solutions-oriented...SuggestedMepa2z Llp
Gurgaon24 days agoRs 5 - 12 lakhs p.a.
...A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations. Key Responsibilities: Acquire and manage a portfolio of HNI and affluent clients. Cross-sell banking products such as CASA...SuggestedV Konnect
Delhi11 days agoRs 3 - 7 lakhs p.a.
...Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities... ...the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of...SuggestedFull timeV Konnect
Delhi11 days agoRs 7 - 11 lakhs p.a.
...Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Job...Genius Consultants
Delhia month agoRs 2 - 4 lakhs p.a.
...services sales or client engagement ~ Mutual fund distribution / wealth advisory ~ Investment advisory (RIA environment) ~ PMS or... ...-ups. It is designed as an entry point into advisory and relationship management roles over time. You will own the initial client...Mepa2z Llp
Gurgaon24 days agoRs 3.5 - 12 lakhs p.a.
...promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm... ...3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity... ..., 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM...Quick Turtle
Delhi17 days agoRs 10 - 15 lakhs p.a.
...QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role is crucial for acquiring, deepening, and retaining relationships with High Net Worth (HNI) and Ultra HNI clients by offering...Quick Turtle
Delhi17 days ago- ...Job Summary As a Relationship Manager, you'll be responsible for managing and developing relationships... ...client segments or explore roles across Wealth and Retail Banking. About Our Wealth... ...Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits...Long term contractFull timeWork at officeLocal areaWork from homeFlexible hours
standard chartered india
Delhi1 day ago Rs 3 - 13 lakhs p.a.
...products [Current /Savings /Term deposits], wealth management products and asset related products (... ...to laid down processes, facilitate first time resolution. Minimize rejections and... ...Excellent communication, interpersonal & relationship building skills Banking knowledge...Full timeImmediate startStandard Chartered Bank
Delhi11 days ago- ...Company RBI Registered NBFC Building India's First Digital Lending Secured Loan Platform Institutional And Marquee Angel Investors... ...with Abhiloans Mutual Fund Distributors Share Brokers Wealth Managers Loan Aggregators Engagement And Disbursal – Driving the...
abhi loans
Delhi3 days ago Rs 3 - 4 lakhs p.a.
...Description We are seeking a motivated Wealth Manager to join our team in India. In this role, you will be responsible for managing a diverse... ...informed investment decisions. Build and maintain strong relationships with clients through regular communication and updates on...Abhishek Bansal Distribution Private Limited
Gurgaona month ago- ...Job Summary As a Standard Chartered Relationship Manager, you'll be responsible for managing and... ...risk and regulatory requirements. About Wealth And Retail Banking Wealth and Retail... ...Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help...Long term contractFull timeWork at officeWork from homeFlexible hours
standard chartered india
Delhi1 day ago Rs 4 - 6.5 lakhs p.a.
...Key Responsibilities: Client Acquisition and Relationship Management: Engage with HNI clients to understand and address their investment requirements. Offer a comprehensive range of investment products including Debt, Structured Products, Equities, Mutual Funds, Fund...Tata Capital
Delhia month ago- ...Relationship Manager - (Sales and Distribution) Experience : 3 to 5 Years Full-Time Role Location... ...regulated by RBI Building Digital First Secured Lending Platform Backed by... ...Mutual Fund AMC, Mutual Fund Distributors, Wealth Managers, DSA's, Share Brokers will be...Full time
abhi loans
Delhi3 days ago - ...Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs....Long term contractTemporary work
Tata Mutual Fund
Delhi2 days ago - ...Overview Position Title Executive Key Account Manager - Branch Banking Prime - IDFC First Bank Department IDFC First Bank... ...achieve insurance sales targets B. Organizational Relationships Reports To Cluster Manager...Local area
Tata AIA Life
Noida3 days ago - ...hazard. Life Shield offers cutting-edge products, including the first carbon dioxide-based biting insect trap for commercial use and India... ...products, and driving sales through telecommunication and relationship-building strategies. Qualifications Strong skills in Lead...Long term contractFull time
Life Shield Trademart Private Limited
Delhi15 days ago - ...Center located in Chanel Delhi Office will be managing all the client interactions through... ...main responsibilities are Act as the first line of contact in addressing clients' queries... ...Engage clients and build long-term relationships by going the extra mile, keeping in mind...Contract workWork at officeWorldwideFlexible hoursShift workWeekend work
Chanel
Delhi5 days ago - ...work directly with the senior management Job Description Provide... ...service support to Relationship Managers for HNI/UHNI client... ...issue resolution with a client‑first approach The Successful Applicant... ...Applicant Strong background in wealth management / private banking...
Michael Page
Delhi2 days ago Rs 2.5 - 4.5 lakhs p.a.
...full-time We are seeking a dedicated and empathetic Customer Relationship Manager (Female) to join our growing team at a leading skin and... ...based on patient needs, while maintaining ethical and patient-first practices. Stay updated on the latest trends and advancements...Long term contractFull timeWeekday work- ...products [Current /Savings /Term deposits], wealth management products and asset related products (... ...to laid down processes, facilitate first time resolution. Minimize rejections and... ...Excellent communication, interpersonal & relationship building skills Banking knowledge...Long term contractFull timeWork at officeImmediate startWork from homeFlexible hours
standard chartered india
Delhi1 day ago - ...Yubi group - ( ) YuCollect is India's first Unified Collections Infrastructure(,... ...leveraging your expertise to foster strong relationships and identify opportunities for cross-... ...to clients. Exceptional relationship management skills to build and nurture long-term client...Long term contractFull timeLocal area
Yubi
Delhi5 days ago - Wati is the world's leading WhatsApp-first conversational growth platform, empowering businesses to build deeper customer relationships and accelerate revenue growth. Trusted and loved... ...dynamic and experienced Customer Success Manager to join our team. The ideal candidate...Shift work
WATI - WhatsApp Team Inbox
Delhi5 days ago - ...and ensure every customer feels well-guided. ~ Lead Response & Follow-Up Adhere to response time guidelines for fresh leads (First Call Time / immediate attempts). Make the minimum required call attempts as per SOP for each lead. Dispose leads correctly and...Immediate start
berkowits hair & skin clinics
Delhi5 days ago Rs 25 per hour
...Business Descriptor International Wealth and Premier Banking (IWPB) helps... ...banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people... ...To grow and nurture HSBC Premier relationships (High Networth Individual) segment...Long term contractPermanent employmentLocal areaImmediate startFlexible hours- ...Role Overview:- We are looking a Customer Success Exper t to manage post-sale customer engagement, retention, and lifecycle communication... ...systems and automation workflows that drive engagement after the first purchase and convert customers into repeat buyers. Your...Remote jobLong term contractHybrid workWork at office
hyrezy tech solutions
Delhi5 days ago - ...Job Title: Customer Relationship Executive Location: Shalimar Bagh, Delhi Department:... ...focused Customer Relationship Executive to manage customer interactions, provide timely... ...Strong interpersonal skills with a customer-first mindset. Ability to handle pressure and...Full time
Ecoste
Delhia month ago - ...Customer Success Manager (Delhi | India) Are you a relationship-driven professional who thrives at the intersection of product, people, and business growth... ...bonuses, and ESOPs Work in a high-trust, learning-first culture where your growth is prioritized What Makes...Long term contract
Convin
Delhi1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager Banking. Be the first to apply!
