Private Equity Analyst

As a Partner-First Private at IDFC FIRST Bank, you will be responsible for managing and expanding the private banking business in Chandigarh. Your primary role will involve collaborating with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. By acquiring new clients and nurturing existing relationships, you will play a key part in growing the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Your responsibilities will include: - Developing and implementing a strategic plan to attract new private banking clients - Building strong relationships with current clients to enhance their financial portfolios - Conducting regular portfolio reviews and offering personalized financial strategies - Identifying cross-selling opportunities with the Wealth Management team - Staying updated on market trends and providing clients with informed guidance To succeed in this position, you should have: - A Bachelor's degree in Finance, Business Administration, or a related field - At least 5 years of experience in private banking or wealth management - A proven track record in acquiring and managing high net worth clients - Comprehensive knowledge of financial products and services - Excellent communication skills and strong sales and negotiation abilities - Proficiency in MS Office and CRM software - Relevant certifications such as CFP or CFA would be a plus If you are a proactive and goal-oriented individual who is passionate about delivering exceptional customer service, we invite you to apply and join IDFC FIRST Bank in its mission to be the preferred financial partner for all customers.,