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Partner-First Private

IDFC First Bank · mumbai, India
client acquisitionrelationship managementwealth managementinvestment productsinsurance salescustomer satisfactionteam developmentexperienced

Job Description

The Partner - First Private role focuses on acquiring HNI & UHNI clients and managing their banking relationships. Responsibilities include selling investment and insurance products, ensuring high customer satisfaction, and achieving team targets. Candidates should have 10-18 years of relevant experience.

Qualifications

Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management. Post-graduation: MBA, PGDM.

Skills Required

  • client acquisition
  • relationship management
  • wealth management
  • investment products
  • insurance sales
  • customer satisfaction
  • team development

Location

City: mumbai · Country: India