Relationship Manager - First Wealth & RM - Current Account

Worklooms Consulting; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Worklooms Consulting in Hyderabad is seeking a Relationship Manager-First Wealth & Current Account to manage client relationships, advise on investments, and grow the First Wealth portfolio.

The role requires a finance-related degree, 4+ years in retail banking or wealth sales, and strong communication to cross-sell products and deliver timely service.

Join a dedicated team focused on client success, portfolio reviews, and compliant, customer-centric service delivery.

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 client needs and provide suitable investment solutions.
• Achieve sales targets and grow the First Wealth portfolio.
• Conduct regular portfolio reviews and provide investment updates.
• Collaborate with teams to cross-sell products and services.
• Stay updated with market trends to provide timely advice.
• Ensure compliance with regulatory and internal policies.

Skills

Strong communication

Interpersonal skills

Sales achievement

Team work

Independent work

Education

Bachelor's degree in Finance or related field

Job description

Position: Relationship Manager-First Wealth & Relationship Manager - Current Account

Job Type: Full-Time

Job Category: Retail Banking

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

Location: Hyderabad

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

We are currently seeking a dedicated and experienced Relationship Manager-Current Account to join our team in Hyderabad. This is a full-time position that requires a professional and customer-focused individual who can effectively manage current accounts and build strong relationships with clients.

Responsibilities

• Manage a portfolio of current accounts and ensure customer satisfaction
• Develop and maintain strong relationships with clients to understand their financial needs
• Provide personalized financial advice and solutions to help clients achieve their financial goals
• Collaborate with internal teams to ensure seamless account management and customer service
• Stay updated on industry trends and regulations to provide accurate and timely information to clients

Qualifications

• Bachelor's degree in Finance, Business, or related field
• Proven experience in current account management or related financial services
• Strong communication and interpersonal skills
• Ability to multitask and prioritize in a fast-paced environment
• Knowledge of financial products and services