Verified Job
Accounting - Finance
Client Associates Private Banker
Accounting - Finance
#442691
Remote / WFH
Job Description
IDFC FIRST Bank Limited
Partner-First Private
IDFC FIRST Bank Limited • New Delhi, Delhi • via IDFC Bank Careers - IDFC FIRST Bank
Full–time
Apply on IDFC Bank Careers - IDFC FIRST Bank
Apply on Shine
Apply on SimplyHired
Apply on LinkedIn
Apply on Trabajo.org
Apply on Callcenterjob.co.in
Apply on Expertini India Jobs Expertini
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Job description
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.
Report this listing
IDFC FIRST Bank Limited
AmbitionBox
4/5
+.1K reviews
Glassdoor
4.1/5
2.4K reviews
Indeed
4.2/5
524 reviews
idfcbank.com
More jobs at IDFC FIRST Bank Limited
See web results for IDFC FIRST Bank Limited
Chandrahas Shetty
Client Associates - Private Banker
Chandrahas Shetty • New Delhi, Delhi • via IIM Jobs
Full–time
Apply on IIM Jobs
Job description
- Manage relationships with ultra HNI's
- Acquire new relationships and build networks across the wealth ecosystem
- Build internal & external partnerships to grow the practice
- Conceptualize and execute initiatives required to grow the practice
- Asset allocation analysis & Financial Planning
- Advising clients on suitable investment ideas.
- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience
- Should be passionate about Wealth Management and impacting clients
- Should be relationship oriented with good inter-personal and people skills
- Should have the DNA for client centricity and quality
- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player
- Should be a self-starter, focused, goal orientated and a balanced personality with a good blend of patience and hunger
- Should have a strong network amongst the ultra-high net worth individual
Partner-First Private
IDFC FIRST Bank Limited • New Delhi, Delhi • via IDFC Bank Careers - IDFC FIRST Bank
Full–time
Apply on IDFC Bank Careers - IDFC FIRST Bank
Apply on Shine
Apply on SimplyHired
Apply on LinkedIn
Apply on Trabajo.org
Apply on Callcenterjob.co.in
Apply on Expertini India Jobs Expertini
Apply on Jobrapido.com
Job description
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.
Report this listing
IDFC FIRST Bank Limited
AmbitionBox
4/5
+.1K reviews
Glassdoor
4.1/5
2.4K reviews
Indeed
4.2/5
524 reviews
idfcbank.com
More jobs at IDFC FIRST Bank Limited
See web results for IDFC FIRST Bank Limited
Chandrahas Shetty
Client Associates - Private Banker
Chandrahas Shetty • New Delhi, Delhi • via IIM Jobs
Full–time
Apply on IIM Jobs
Job description
- Manage relationships with ultra HNI's
- Acquire new relationships and build networks across the wealth ecosystem
- Build internal & external partnerships to grow the practice
- Conceptualize and execute initiatives required to grow the practice
- Asset allocation analysis & Financial Planning
- Advising clients on suitable investment ideas.
- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience
- Should be passionate about Wealth Management and impacting clients
- Should be relationship oriented with good inter-personal and people skills
- Should have the DNA for client centricity and quality
- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player
- Should be a self-starter, focused, goal orientated and a balanced personality with a good blend of patience and hunger
- Should have a strong network amongst the ultra-high net worth individual
