Job Requirements
Job Description : Partner - First Private at IDFC FIRST Bank
Company Overview
IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a strong focus on customer satisfaction and employee development, IDFC FIRST Bank is a great place to build a successful career.
Job Title : Partner - First Private
Job Type : Full-Time
Job Category : Others
Department : Retail Banking >
Wealth Management >
Sales >
Private Banking Group
Location : Chennai, Tamil Nadu, India
Additional Parameters
- Minimum 5 years of experience in wealth management or private banking
- Strong knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to build and maintain relationships with high net worth individuals
- Proven track record of meeting sales targets and achieving business goals
- Knowledge of local market and competition
- Bachelor's degree in Finance, Business Administration, or related field
- Relevant certifications (e.g. CFP, CWM) will be an added advantage
Job Summary
We are seeking a highly motivated and experienced individual to join our team as a Partner - First Private at IDFC FIRST Bank. As a Partner, you will be responsible for managing and growing our private banking business in Chennai, Tamil Nadu. You will work closely with the Wealth Management and Sales teams to identify and acquire high net worth clients and provide them with customized financial solutions.
Key Responsibilities
Develop and implement strategies to attract and retain high net worth clientsBuild and maintain relationships with existing and potential clientsUnderstand clients' financial needs and provide them with personalized solutionsCross-sell various financial products and services offered by the bankMeet sales targets and achieve business goalsStay updated with market trends and competition to identify new business opportunitiesCollaborate with internal teams to ensure seamless delivery of services to clientsMaintain accurate records of client interactions and transactionsComply with all regulatory and compliance guidelinesQualifications
Minimum 5 years of experience in wealth management or private bankingBachelor's degree in Finance, Business Administration, or related fieldRelevant certifications (e.g. CFP, CWM) will be an added advantageStrong knowledge of financial products and servicesExcellent communication and interpersonal skillsAbility to build and maintain relationships with high net worth individualsProven track record of meeting sales targets and achieving business goalsKnowledge of local market and competitionIf you are a self-driven and result-oriented individual with a passion for wealth management and private banking, we would love to hear from you. Join us at IDFC FIRST Bank and take your career to new heights.
Skills Required
Private Banking, Wealth Management, Sales Targets