Relationship Manager - First Wealth

IDFC FIRST Bank; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

IDFC FIRST Bank in Bengaluru is seeking an experienced Relationship Manager for its First Wealth team. This role involves building and maintaining relationships with clients, providing exceptional service and tailored financial guidance.

The ideal candidate will have a Bachelor's degree in Finance or a related field and proven experience in relationship management. Strong communication and interpersonal skills are essential. This is a full-time position that offers opportunities for professional growth within a dynamic team.

Qualifications

• Experience in relationship management or financial services.
• Ability to work independently and as part of a team.

Responsibilities

• Develop and maintain relationships with clients to understand their financial goals.
• Act as the main point of contact for clients, addressing inquiries in a timely manner.
• Collaborate with internal teams to ensure seamless delivery of services.
• Stay up-to-date on industry trends to provide informed advice.

Skills

Strong communication skills

Interpersonal skills

Relationship management

Knowledge of financial products

Education

Bachelor’s degree in Finance, Business, or related field

Job description

Job Title

Relationship Manager - First Wealth

Job Type

Full‑Time

Overview

We are currently seeking a dedicated Relationship Manager to join our team at First Wealth. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and financial guidance.

Key Responsibilities

• Develop and maintain relationships with clients to understand their financial goals and provide tailored solutions
• Act as the main point of contact for clients, addressing any inquiries or concerns in a timely and professional manner
• Collaborate with internal teams to ensure seamless delivery of services to clients
• Stay up‑to‑date on industry trends and market developments to provide informed advice to clients

Qualifications

• Bachelor’s degree in Finance, Business, or related field
• Proven experience in relationship management or financial services
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial products and services

Work Experience

We are currently seeking a dedicated and experienced Relationship Manager to join our team at First Wealth. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and offering tailored financial solutions. This is a full‑time position that requires a high level of professionalism and excellent communication skills. If you have a passion for finance and a proven track record in relationship management, we would love to join our dynamic team at First Wealth.