Offer summary

Qualifications:

Minimum 4 years of experience in personal banking or wealth management., Educational background in finance, banking, or related fields., Strong interpersonal and relationship management skills., Knowledge of banking products, digital platforms, and regulatory compliance..

Key responsibilities:

Build and maintain deep relationships with affluent clients.

Drive growth and ensure excellent customer engagement.

Collaborate with product teams to offer tailored financial solutions.

Ensure compliance and support audits and regulatory requirements.

Job description

Job Role: Virtual Wealth Relationship Manager

Experience: 4 Years +

Client: IDFC FIRST Bank Limited

Location: Thane( Hiranandani Estate ),Mumbai

Interview Mode: F2F (2 Rounds)

Mode of working: WFO

Week Off will be on rotational basis

Role/ Job Title: Virtual Wealth Relationship Manager

Business: Retail Banking

Function/ Department: Retail Liabilities

Place of Work: Thane ( Hiranandani Estate )

Pick up and drop will be available from certain pick up points

We have started a journey to disrupt & revolutionize the personal banking experience; we want to create the country’s best digital-led engagement vertical to service and engage our most premium customers. This engagement vertical will be enabled by many industry-first people & tech capabilities – advanced customer analytics, unified communications suite, access to 3600 product & servicing suite, hyper-personalization and Generative AI. We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical. As part of this role, you will –

Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.
Fully own the book, growth and customer service KPIs for mapped portfolio
Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements
Work with internal teams to drive on-ground innovation and bank's strategic initiatives
Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs
Enforce strict adherence to the bank's policies and regulatory compliance measures
Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines

Required profile