Relationship Manager-Wealth/IDFC Bank/Bangalore
15 Nos.
88274
Full Time
4.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
Job Description:
Key Responsibilities:
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Client Relationship Management:
- Develop and maintain strong relationships with HNWIs.
- Act as the primary point of contact for clients, addressing their financial needs and concerns.
- Conduct regular reviews of client portfolios to ensure alignment with their financial goals.
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Financial Planning and Advisory:
- Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
- Offer tailored investment advice based on the client’s risk tolerance, goals, and market conditions.
- Present and explain financial products and services to clients, such as mutual funds, bonds, stocks, and insurance.
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Portfolio Management:
- Monitor and manage client portfolios to optimize performance.
- Make investment recommendations and adjustments based on market trends and client objectives.
- Conduct periodic portfolio reviews and provide performance reports to clients.
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Business Development:
- Identify and cultivate new business opportunities and clients.
- Develop strategies to attract and retain clients, leveraging networking and referrals.
- Collaborate with other departments, such as legal and tax advisors, to provide comprehensive services to clients.
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Compliance and Risk Management:
- Ensure all client interactions and financial activities comply with regulatory requirements and internal policies.
- Assess and manage risks associated with client portfolios.
- Stay updated on financial regulations, market trends, and industry developments.
Key Skills :
Company Profile
We are the first --- to offer monthly credit on savings accounts. Our credit cards have no hidden charges. We offer Lifetime Free without minimum spend conditions, never-expiring rewards points, zero interest on cash withdrawal at ATMs, dynamic low APR and much more. Fees if any are transparent and described neatly in a manner a common person can understand. Every product offered by the --- is customer friendly, most often the best in the industry.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.