Partner -First Private

Job Requirements

Job Description: Partner - First Private at IDFC FIRST Bank

Company Overview

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a strong focus on customer satisfaction and employee development, IDFC FIRST Bank is a great place to build a successful career.

Job Title: Partner - First Private

Job Type: Full-Time

Job Category: Others

Department: Retail Banking > Wealth Management > Sales > Private Banking Group

Location: Chennai, Tamil Nadu, India

Additional Parameters

• Minimum 5 years of experience in wealth management or private banking
• 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
• Bachelor's degree in Finance, Business Administration, or related field
• Relevant certifications (e.g. CFP, CWM) will be an added advantage
  
  

Job Summary

We are seeking a highly motivated and experienced individual to join our team as a Partner - First Private at IDFC FIRST Bank. As a Partner, you will be responsible for managing and growing our private banking business in Chennai, Tamil Nadu. You will work closely with the Wealth Management and Sales teams to identify and acquire high net worth clients and provide them with customized financial solutions.

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 them with personalized solutions
• Cross-sell various financial products and services offered by the bank
• Meet sales targets and achieve business goals
• Stay updated with market trends and competition to identify new business opportunities
• Collaborate with internal teams to ensure seamless delivery of services to clients
• Maintain accurate records of client interactions and transactions
• Comply 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 would love to hear from you. Join us at IDFC FIRST Bank and take your career to new heights.