Wealth Manager - Bank

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income

Roles & Responsibilities:

- Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank.

- Provide a seamless banking experience from a product and interpersonal point of view.

- Achieve organizational objectives of high customer satisfaction scores.

- Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.

Secondary Responsibilities:

- Ensure regulatory compliance.

- High relationship management orientation; ability to forge effective relationships

- Strong focus on service delivery.

- Execution-oriented, i.e. driven to achieve results.

Managerial & leadership responsibilities:

- Team development.

- Ensuring the team is adequately staffed.

- Target achievement of team members.