Relationship Manager - First Wealth

Worklooms Consulting; Chennai District, Vellore; On-site; INR 900,000 - 1,100,000; Full time

Job summary

Worklooms Consulting seeks a Relationship Manager for First Wealth to build and nurture client relationships in the Chennai and Vellore region. You will assess client needs and present suitable investment solutions, aiming to meet sales targets and grow the First Wealth portfolio.

The role requires strong communication, market knowledge, and the ability to work both independently and within a team, ensuring regulatory compliance. Training and career growth opportunities are available.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 4 years of experience in retail banking, wealth management, or sales.
• Strong knowledge of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Proven track record of achieving sales targets.
• Ability to work independently and in a team environment.

Responsibilities

• Develop and maintain relationships with existing and potential First Wealth clients.
• Understand the financial needs and goals of clients and provide them with suitable investment solutions.
• Achieve sales targets and contribute towards the growth of the First Wealth portfolio.
• Conduct regular portfolio reviews and provide clients with updates on their investments.
• Collaborate with other teams within the bank to cross-sell products and services to clients.
• Stay updated with market trends and provide clients with timely investment advice.
• Ensure compliance with all regulatory and internal policies and procedures.

Skills

Relationship management

Sales skills

Communication skills

Interpersonal skills

Portfolio reviews

Regulatory compliance

Team collaboration

Education

Bachelor's degree in Finance, Business Administration, or a related field

Job description

Position: Relationship Manager-First Wealth

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Retail Liabilities > Sales > RM Channel

Location: Chennai & Vellore

Key Responsibilities:

• Develop and maintain relationships with existing and potential First Wealth clients
• Understand the financial needs and goals of clients and provide them with suitable investment solutions
• Achieve sales targets and contribute towards the growth of the First Wealth portfolio
• Conduct regular portfolio reviews and provide clients with updates on their investments
• Collaborate with other teams within the bank to cross-sell products and services to clients
• Stay updated with market trends and provide clients with timely investment advice
• Ensure compliance with all regulatory and internal policies and procedures

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 4 years of experience in retail banking, wealth management, or sales
• Strong knowledge of investment products and financial markets
• Excellent communication and interpersonal skills
• Proven track record of achieving sales targets
• Ability to work independently and in a team environment