Senior Partner-First Private IDFC FIRST Bank

5.0 - 9.0 years

0 Lacs

vadodara, gujarat

On-site

As a Senior Partner - First Private at IDFC FIRST Bank in the Retail Liabilities department, your role involves nurturing and managing end-to-end customer relationships to fulfill their banking needs with wealth solutions. You will be responsible for providing a seamless banking experience, achieving high customer satisfaction scores, and acquiring customers through various channels such as natural market, open market activities, and internal references. Your secondary responsibilities will include ensuring regulatory compliance, maintaining a high level of relationship management, focusing on service delivery, and being execution-oriented to achieve results effectively. In terms of managerial and leadership responsibilities, you will be accountable for team development, ensuring adequate staffing levels, and guiding team members to achieve their targets successfully. Key success metrics for this role include achieving targets related to Assets Under Management (AUM), revenue, and acquiring new-to-wealth customers. You will be expected to manage a Total Relationship Value (TRV) of 150 to 200 Crs and an AUM of 100 to 150 Crs.,

Posted 1 week ago

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Senior Private Banker-First Private IDFC FIRST Bank

5.0 - 9.0 years

0 Lacs

karnataka

On-site

As a Senior Private Banker-First Private at IDFC FIRST Bank in the Retail Liabilities department, your role involves nurturing and managing end-to-end customer relationships to fulfill their banking needs through wealth solutions. Your main objective is to provide a seamless banking experience that ensures high customer satisfaction scores and achieves organizational goals. You will be responsible for acquiring customers through various channels such as natural market, open market activities, references from internal sources, existing branches, and digital networks. Additionally, you will be required to ensure regulatory compliance, demonstrate a high orientation towards relationship management, and focus on service delivery to meet the set targets. In terms of managerial and leadership responsibilities, you will be accountable for team development, ensuring adequate staffing levels, and overseeing the target achievement of team members. Key success metrics for this role include AUM target, Revenue Target, and acquiring New to Wealth customers. Overall, you are expected to manage a Total Relationship Value (TRV) ranging from 100 to 150 Crs and an Asset Under Management (AUM) between 70 to 100 Crs. Your success in this role will be measured based on these key performance indicators.,

Posted 1 month ago

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