First Wealth Relationship Manager

Job Description

Department: Retail Banking > Branch Banking > Branch > Relationship ManagementJob Summary:Key Responsibilities:- 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 proceduresQualifications:- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry- Bachelors degree in finance, business, or related field- Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantageSkills:- Excellent communication and interpersonal skills- Strong sales and negotiation skills- Ability to build and maintain strong relationships with clients- In-depth knowledge of investment products and services- Good understanding of local market and customer preferences- Proficient in MS Office and other relevant software applicationsInterested Candidates can share their cvs at hidden_mobile or mail at hidden_email

Keyskills :
relationship managementretail sales