Relationship Manager - First Wealth

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