Partner-First Private: East

IDFC FIRST Bank; Kolkata District; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

IDFC FIRST Bank is seeking a Partner - First Private in Kolkata to lead acquisition of HNI/UHNI clients and deepen banking relationships. You will sell investment, insurance and other bank products through wealth solutions to Private Banking clients.

In this role you will nurture end-to-end relationships, provide seamless banking experiences, and help achieve high customer satisfaction while driving fee income. Prior experience in private banking and strong relationship management is essential.

Qualifications

• Graduation in engineering/technology/math/commerce/arts/science/biology/business/computers/engineering/management.
• MBA or PGDM preferred.
• 10–18 years of relevant experience.

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.

Skills

Relationship management

Client acquisition

Education

Bachelor's degree (various fields)

MBA / PGDM

Job description

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

Job Requirements:

• 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.

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.