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Relationship Manager-First Wealth

IDFC First Bank · rajkot, IN
FinanceBanking/Financewealth managementrelationship managementinvestment productssalescommunicationnegotiationcustomer service

As a Relationship Manager-First Wealth, you will manage and grow a portfolio of high net worth clients, providing personalized wealth management solutions. Responsibilities include building client relationships, understanding financial goals, and cross-selling investment products. You will also ensure compliance with regulatory policies.

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