Partner -First Private

5 - 9 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Description: As a Partner - First Private at IDFC FIRST Bank, you will play a crucial role in managing and growing the private banking business in Chennai, Tamil Nadu. Your primary responsibilities will include developing strategies to attract high net worth clients, building and maintaining client relationships, understanding clients" financial needs, meeting sales targets, and staying updated with market trends. Key Responsibilities: - Develop and implement strategies to attract and retain high net worth clients - Build and maintain relationships with existing and potential clients - Understand clients" financial needs and provide personalized solutions - Cross-sell various financial products and services - Meet sales targets and achieve business goals - Stay updated with market trends and competition to identify new business opportunities - Collaborate with internal teams for seamless delivery of services to clients - Maintain accurate records of client interactions and transactions - Ensure compliance with all regulatory and compliance guidelines Qualifications: - Minimum 5 years of experience in wealth management or private banking - Bachelor's degree in Finance, Business Administration, or related field - Relevant certifications (e.g. CFP, CWM) will be an added advantage - Strong knowledge of financial products and services - Excellent communication and interpersonal skills - Ability to build and maintain relationships with high net worth individuals - Proven track record of meeting sales targets and achieving business goals - Knowledge of local market and competition If you are a self-driven and result-oriented individual with a passion for wealth management and private banking, we invite you to join us at IDFC FIRST Bank and take your career to new heights.,

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IDFC FIRST Bank logo
IDFC FIRST Bank

Banking and Financial Services

Chennai

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