Relationship Manager-Wealth/IDFC Bank/Bangalore

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

 

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.

Similar Jobs

Director Engineering-Backend
engineering,java,aws,backend
Director Product
Product Management,product manager,roadmap,Product Strategy
Sr. Product Manager-Ads
PRODUCT MANAGER,ROADMAP,PLM,PRODUCT VISION
Relationship Manager-TASC-Bangalore
Client Relationship,Client Acquisition,TASC