Private

Job Description: As a Partner-First Private at IDFC FIRST Bank, you will play a crucial role in managing and expanding the private banking business in Chandigarh. Your primary responsibility will be to collaborate with the Wealth Management team to deliver tailored financial solutions to high net worth individuals and families. By acquiring new clients and nurturing existing relationships, you will contribute to the growth of the bank's private banking segment while ensuring adherence to regulatory and internal guidelines. Your tasks will include developing and executing a strategic plan to attract new private banking clients, fostering strong connections with current clients to enhance their financial portfolio, conducting regular portfolio reviews, and offering personalized financial strategies to address individual client requirements. Additionally, you will work closely with the Wealth Management team to identify cross-selling opportunities, stay informed about market trends, and provide clients with informed guidance. To excel in this role, you must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in private banking or wealth management. A successful track record in acquiring and managing high net worth clients, comprehensive knowledge of financial products and services, exceptional communication skills, and adept sales and negotiation capabilities are essential. Proficiency in MS Office and CRM software, as well as relevant certifications like CFP or CFA, will be advantageous. If you are a proactive and goal-oriented individual who thrives on delivering outstanding customer service, we encourage you to apply and become a part of IDFC FIRST Bank's mission to be the preferred financial partner for all our customers.,