Partner-First Private - South

Job Requirements

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.

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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.

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Managerial & leadership responsibilities: