Partner-First Private: East

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

Job summary

A leading private bank in Kolkata is seeking a Partner - First Private to manage HNI & UHNI client relationships. The ideal candidate will be responsible for acquiring customers, ensuring regulatory compliance, and providing a seamless banking experience. Candidates should have a relevant degree, an MBA, and 10-18 years of experience. This role offers a chance to excel in a dynamic banking environment.

Qualifications

• Bachelor's degree in engineering, technology, commerce, arts, science, or related fields.
• MBA or Post-graduate Diploma in Management is preferred.
• 10-18 years of experience in a relevant role.

Responsibilities

• Manage customer relationships and fulfill banking needs through wealth solutions.
• Provide an exceptional banking experience from both product and interpersonal perspectives.
• Achieve high customer satisfaction scores and exceed organizational objectives.
• Acquire new customers through various methods including referrals and open market activities.

Skills

Relationship management

Wealth solutions knowledge

Client acquisition

Regulatory compliance

Education

Graduation in relevant fields

MBA or PGDM

Job description

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.