Partner-First Private: West

IDFC FIRST Bank; Mumbai; On-site; INR 3,500,000 - 7,000,000; Full time

Job summary

IDFC FIRST Bank in Mumbai seeks a Partner - First Private to drive acquisition of HNI/UHNI clients and build strong relationships. You will promote Investment, Insurance, and other bank products to wealth clients to generate fee income and cross-sell effectively.

Responsibilities include nurturing end-to-end relationships, delivering seamless banking experiences, ensuring regulatory compliance, and achieving high customer satisfaction while expanding the client base through branch and digital

Qualifications

• Experience in managing high-net-worth clients and building long-term relationships.
• Ability to understand and cross-sell Investment, Insurance and other banking products.
• Strong knowledge of regulatory requirements and risk management in private banking.
• Excellent interpersonal and communication skills with a client-centric mindset.

Responsibilities

• Nurture and manage end-to-end customer relationships by fulfilling banking needs through wealth solutions.
• Provide a seamless banking experience from a product and interpersonal point of view.
• Achieve high customer satisfaction scores and drive fee income through cross-selling.
• Acquire customers through traditional and digital channels, references and referrals.

Skills

Relationship management

Wealth management

Sales & cross-sell

HNI/UHNI knowledge

Education

Bachelor's degree (any)

MBA/PGDM

Tools

CRM tools

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.