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Relationship Manager
IDFC FIRST Bank
Posted
3 weeks ago

Noida, Uttar Pradesh, India

Onsite

INR 50K

Full Time

Job Categories

Finance Management Banking Sales Customer

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Sema Summary

IDFC FIRST Bank is seeking a Relationship Manager for their First Wealth division in Noida, Uttar Pradesh. The role involves managing client relationships, promoting banking products and financial services, and ensuring customer satisfaction. Ideal candidates should possess solid experience in banking or finance, with strong analytical and communication skills. This full-time position requires individuals who are proactive and client-focused, aiming to enhance the wealth management experience for customers.

About Company

IDFC FIRST Bank offers a diverse range of banking and financial services primarily focused on serving personal and business clients with customer-centric solutions.

Core Requirements

Bachelor's degree in finance or related field
Strong knowledge of banking services
Excellent communication skills
Experience in client relationship management
Ability to analyze client needs

Responsibilities

Manage client portfolios and relationships
Promote banking and financial products
Conduct regular client meetings
Provide investment advice
Analyze market trends
Ensure compliance with banking regulations
Achieve sales targets set by the bank

Must Have skills

Customer serviceAnalytical skillsCommunicationSalesRelationship management

Nice To Have Skills

Financial analysisNegotiationProblem solvingTeam collaborationCustomer engagement

Tools Knowledge Requried

CRM SoftwareMicrosoft OfficeFinancial planning toolsData analysis software

Job Keywords

Relationship ManagementBankingClient ServicesSalesFinancial Advisory

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