via Career pages·5d ago
Partner-First Private: West
IDFC First Bank
Full-timeOn-siteinvestment strategieswealth managementprivate bankingclient relationship managementportfolio managementprivate wealth managementsales target achievementsales techniqueswealth advisoryprivate clientscommunication skillsanalytical skillsinvestment managementcustomer insightsinvestment knowledgeinvestment products knowledgedata interpretationclient onboardingtax optimizationmarket trend analysis
Location:Mumbai, Maharashtra, IndiaType:Full-timePosted:5d ago
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:
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