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Relationship Manager
IDFC FIRST Bank
Posted
yesterday

Bhopal, Madhya Pradesh, India

Onsite

INR 60K

Mid Level

Full Time

Job Categories

Finance Management Sales Customer Banking

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Sema Summary

IDFC FIRST Bank is seeking a mid-level Relationship Manager for their First Wealth division based in Bhopal. The successful candidate will be responsible for managing client relationships and providing financial advice to enhance customer wealth. Strong interpersonal skills, a background in finance, and experience in sales are essential. The role is full-time and on-site, offering a competitive salary of approximately INR 60,000 per month.

About Company

IDFC FIRST Bank is a leading financial institution in India, focusing on providing a range of banking services, including wealth management, retail, and corporate banking. The company aims to enhance customer experience through innovative financial solutions.

Core Requirements

Bachelor's degree in Finance or related field
3+ years of experience in banking or financial services
Strong communication skills
Proficient in financial analysis
Ability to manage client relationships

Responsibilities

Manage client relationships and provide financial solutions
Develop and maintain a portfolio of clients
Analyze client financial needs and recommend suitable products
Conduct regular meetings with clients to assess satisfaction
Work collaboratively with internal teams to deliver services
Achieve sales targets set by the bank
Stay updated on market trends and competitor offerings

Must Have skills

Financial analysisClient managementSales skillsCommunicationInterpersonal skills

Nice To Have Skills

Problem-solvingNegotiationNetworkingPresentation skillsCustomer service

Tools Knowledge Requried

CRM SoftwareMicrosoft OfficeFinancial Modeling ToolsAnalytical SoftwareReporting Tools

Job Keywords

bankingwealth managementfinancecustomer relationssales

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