Partner-First Private

IDFC FIRST Bank


Date: 1 day ago
City: Nagpur, Maharashtra
Contract type: Full time
Job Requirements

Job Requirements

Role/Job Title: Partner - First Private

Function/Department: Retail Liabilities

Job Purpose

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income

Roles & Responsibilities

  • Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank.
  • Provide a seamless banking experience from a product and interpersonal point of view.
  • Achieve organizational objectives of high customer satisfaction scores.
  • Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.

Secondary Responsibilities

  • Ensure regulatory compliance.
  • High relationship management orientation; ability to forge effective relationships
  • Strong focus on service delivery.
  • Execution-oriented, i.e. driven to achieve results.

Managerial & Leadership Responsibilities

  • Team development.
  • Ensuring the team is adequately staffed.
  • Target achievement of team members.

Education Qualification

Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.

Post-graduation: MBA, PGDM.

Experience: 10-18 years of relevant experience.

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