Relationship Manager-First Wealth

IDFC FIRST Bank; Hyderabad; On-site; INR 900,000 - 1,300,000; Full time

Job summary

IDFC FIRST Bank in Hyderabad is seeking a Relationship Manager–First Wealth to scale Retail Banking by leading customer service, cross-sell and premium client acquisition at the branch. The role focuses on building deep client relationships and guiding customers in making informed financial decisions through suitable products and services.

The candidate will collaborate with cross-sell and product teams, ensuring exceptional client experience and compliant operations within the branch network.

Qualifications

• Experience in financial advisory services and portfolio investment services
• Ability to design product suitability matrices and financial planning
• Interface with key customers to provide banking, wealth management and servicing
• Cross-sell to deepen wallet share while ensuring compliance
• Collaborate with branches to improve customer reach and service quality

Responsibilities

• Handle key clients with financial advisory and portfolio investment services
• Design product suitability matrices and perform financial planning
• Serve as main liaison between the bank and customers for banking and wealth management solutions
• Aim to increase profitability by expanding wallet share and maintaining compliance
• Maintain branch SOPs and controls in sales and service
• Deepen customer relationships through cross-selling bank products
• Cultivate relations with local dealers to source clients and expand reach
• Support feasibility assessments for new initiatives and implement process improvements
• Coordinate with other branch departments to offer products and services

Skills

Financial advisory

Wealth management

Cross-selling

Customer servicing

Portfolio investments

Education

Graduation: Any Graduate

Tools

Applications for product suitability

Job description

Job Requirements

Relationship Manager–First Wealth

Role/Job Title

Relationship Manager–First Wealth

Function/ Department

Branch Banking

Job Purpose

The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.

Roles and Responsibilities

• Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
• It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
• Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
• To Enhance & Retain customer profitability by capturing larger share of Wallet.
• Ensuring compliance with branch SOP and control in sales and service.
• Deepen the relationship by cross selling Banks Products.

Secondary Responsibilities

• Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
• Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
• Collaborate with other branch departments and functions to provide products and service offerings to the customer.

Education Qualification

Graduation: Any Graduate

Experience

5 to 10 years of relevant experience