Partner-First Private

IDFC FIRST Bank; Ernakulam; On-site; INR 12,00,000 - 15,00,000; Full time

Job summary

A leading financial institution in India is seeking a Partner - First Private to manage relationships with HNI & UHNI clients. The role involves selling investment and insurance products, ensuring customer satisfaction, and achieving team targets. Candidates should hold a Bachelor's degree and an MBA, with 10-18 years of experience in banking or related fields.

Qualifications

• Graduation in Engineering, Technology, Math, Commerce, Arts, Science, Biology, Business, or Management.
• Post-graduation degree preferred.
• 10-18 years of relevant experience.

Responsibilities

• Manage customer relationships to fulfill banking needs.
• Provide a seamless banking experience.
• Achieve high customer satisfaction scores.
• Acquire customers through various market activities.

Skills

Relationship management

Sales skills

Customer service orientation

Education

Bachelor’s degree in relevant fields

MBA or PGDM

Job description

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.