Relationship Manager - First Wealth & RM - Current Account

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