Partner-First Private East

10 - 18 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Partner - First Private at IDFC FIRST Bank, your role is crucial in acquiring High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients and fostering strong relationships with the bank. Your primary responsibility will be to sell investment, insurance, and other banking products to Private Banking clients to generate fee income. **Roles & Responsibilities:** - Nurture and manage end-to-end customer relationships, catering to all their banking needs through wealth solutions provided by IDFC FIRST Bank. - Provide a seamless banking experience focusing on both product offerings and interpersonal interactions. - Achieve organizational objectives of maintaining high customer satisfaction scores. - Acquire new customers through natural market, open market activities, references from internal sources, and leveraging existing branch and digital networks. **Secondary Responsibilities:** - Ensure compliance with regulatory guidelines. - Demonstrate a high orientation towards relationship management and the ability to build effective relationships. - Maintain a strong focus on service delivery and execution-oriented mindset to achieve desired results. **Managerial & Leadership Responsibilities:** - Develop the team by providing necessary guidance and support. - Ensure the team is adequately staffed to meet business requirements. - Set targets for team members and oversee their achievement. **Education Qualification:** - Graduation in Bachelors in Engineering, Technology, Maths, Commerce, Arts, Science, Biology, Business, Computers, or Management. - Post-graduation in MBA or PGDM. **Experience:** - 10-18 years of relevant experience in a similar role. Join IDFC FIRST Bank as a Partner - First Private and play a vital role in acquiring and managing HNI and UHNI clients while contributing to the growth of the bank's wealth management services.,

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IDFC FIRST Bank logo
IDFC FIRST Bank

Banking and Financial Services

Chennai

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