Private Equity Associate

As a Partner-First Private at IDFC FIRST Bank, your role is vital in managing and expanding the private banking business in Chandigarh. You will collaborate with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. Your responsibilities include acquiring new clients, nurturing existing relationships, and contributing to the growth of the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Key Responsibilities: - Develop and execute a strategic plan to attract new private banking clients. - Foster strong connections with current clients to enhance their financial portfolio. - Conduct regular portfolio reviews and offer personalized financial strategies. - Identify cross-selling opportunities and provide clients with informed guidance on market trends. Qualifications Required: - Bachelor's degree in Finance, Business Administration, or a related field. - Minimum of 5 years of experience in private banking or wealth management. - Successful track record in acquiring and managing high net worth clients. - Comprehensive knowledge of financial products and services. - Exceptional communication skills and adept sales and negotiation capabilities. - Proficiency in MS Office and CRM software. - Relevant certifications like CFP or CFA will be advantageous. If you are a proactive and goal-oriented individual with a passion for delivering outstanding customer service, we invite you to apply and join IDFC FIRST Bank's mission to be the preferred financial partner for all customers.,