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Partner-First Private @ Idfc First Bank

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 Partner-First Private

Job Description

    As a Partner - First Private at Retail Liabilities department, your role is crucial in acquiring HNI & UHNI clients and establishing strong relationships with the bank. Your primary responsibility will be 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. **Qualification Required:** - Graduation: Bachelors in engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management. - Post-graduation: MBA, PGDM. With 10-18 years of relevant experience, you are expected to bring your expertise and skills to effectively fulfill the responsibilities of this role.,

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Not Specified
Functional Area: Not Specified
Role/Responsibilies: Partner-First Private

Contact Details:

Company: Idfc First Bank
Location(s): Maharashtra,

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Keyskills:   Sales Relationship Management Banking Investment Insurance Regulatory Compliance Team Development

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Idfc First Bank

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