Elite Banker-First Wealth

Department Icon BFSI (Operations & Lending)
89+ Applicants
Posted: 8 months ago
2-6 years
Hyderabad, Telangana
Work from Office

Posted: 8 months ago
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Applicants: 89+
Job Description
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Job Description

    :
    As an Elite Banker-First Wealth at IDFC FIRST Bank, you will be part of a leading private sector bank in India that is dedicated to providing innovative and personalized financial solutions to its customers. With a strong focus on customer satisfaction and employee development, IDFC FIRST Bank is committed to creating a positive and inclusive work environment.
    You will be responsible for managing and growing the wealth portfolio of high net worth individuals in Hyderabad, Telangana. Your role will involve building and maintaining relationships with clients to understand their financial needs and goals, offering personalized financial solutions based on their risk profile and investment objectives, and proactively acquiring new clients through referrals and networking.
    Key Responsibilities:
    - Build and maintain relationships with high net worth individuals
    - Offer personalized financial solutions and advice to clients
    - Identify and acquire new clients through referrals and networking
    - Cross-sell financial products and services to increase client portfolio
    - Meet and exceed sales targets
    - Stay updated on market trends and financial regulations
    - Collaborate with other teams for seamless service delivery
    - Maintain accurate client records and documentation
    - Adhere to regulatory and compliance guidelines
    Qualifications:
    - Minimum 2 years of experience in retail banking or wealth management

    Looking to get Placed? Try our Placement Guarantee Plan

    - Bachelor's degree in finance, business, or related field
    - Strong sales and customer service skills
    - Excellent communication and interpersonal skills
    - In-depth knowledge of financial products and services
    - Ability to work in a fast-paced environment
    - Proven track record of meeting sales targets
    - Relevant certifications in wealth management or financial planning (an advantage)
    If you are a driven individual with a passion for exceptional customer service and a strong understanding of financial products, we invite you to apply for the Elite Banker-First Wealth position at IDFC FIRST Bank. Join us on our journey to become the most trusted and preferred bank in India.,

Skills

SalesFinancial RegulationsRetail BankingWealthWealth ManagementWealth ManagementCustomer ServiceInterpersonal SkillsFinancial ProductsSalesCommunication

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Important dates & deadlines?

Application Deadline

09 Oct 25, 03:02 PM IST

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Elite Banker-First Wealth

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