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Cluster Lead - First Wealth

IDFC FIRST Bank · Hyderabad

📅 06/08/2026
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Job Requirements Company Name: IDFC FIRST Bank Job Title: Relationship Manager Job Type: Full-time Job Category: Banking/Finance Department: Retail Banking Location: Hyderabad IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Mumbai, India. As a Relationship Manager, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and excellent customer service. Key Responsibilities: - Develop and maintain relationships with high net worth clients, understanding their financial needs and goals - Provide personalized financial advice and solutions to clients, including investment, insurance, and loan products - Proactively identify opportunities to cross-sell and upsell products and services to clients - Ensure timely and accurate execution of client transactions and requests - Stay updated on market trends and industry developments to provide clients with relevant and timely advice - Collaborate with internal teams to ensure seamless delivery of products and services to clients - Meet and exceed sales targets and contribute to the overall growth of the bank Qualifications: - Bachelor's degree in Finance, Business Administration, or a related field - Minimum of 3 years of experience in a similar role, preferably in the banking or financial services industry - Proven track record of managing and growing a portfolio of high net worth clients - Strong understanding of financial products and services, including investments, insurance, and loans - Excellent communication and interpersonal skills - Ability to work independently and as part of a team - Strong sales and negotiation skills - Proficient in MS Office and CRM software We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a driven and customer-focused individual with a passion for the banking industry, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank. .
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