Partner-First Private - South

IDFC FIRST Bank; Hyderabad; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

IDFC FIRST Bank is seeking a professional in Hyderabad to manage high-net-worth and ultra-high-net-worth client relationships. Responsibilities include customer acquisition, ensuring regulatory compliance, and achieving service delivery goals. Candidates should have 10-18 years of relevant experience and possess a Bachelor's degree, with an MBA or PGDM preferred. Strong interpersonal skills and a result-oriented mindset are essential for success in this role.

Qualifications

• 10-18 years of relevant experience required.
• Strong focus on service delivery and execution-oriented.
• Ability to build effective relationships with clients.

Responsibilities

• Manage end-to-end customer relationships through wealth solutions.
• Provide seamless banking experience and achieve high customer satisfaction.
• Acquire customers through natural and open market activities.

Skills

Relationship management

Customer satisfaction

Sales skills

Education

Bachelor’s in engineering/Technology/Commerce/Arts/Science

MBA or 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.

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.