Job Requirements
About the Role
The
Managing Partner – First Private will be responsible for acquiring and managing relationships with High-net-worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) across India. This role focuses on delivering comprehensive banking and wealth management solutions tailored to client needs, ensuring a seamless experience and high customer satisfaction. The incumbent will be expected to manage a Total Relationship Value (TRV) of ₹400 to ₹550 Crores and an Assets Under Management (AUM) of ₹300 to ₹400 Crores, while positioning IDFC FIRST Bank as the preferred financial partner.
Key Responsibilities
Primary Responsibilities
- Nurture and manage end-to-end customer relationships by fulfilling all banking and wealth management needs.
- Deliver a seamless banking experience through strong product knowledge and personalized engagement.
- Achieve high customer satisfaction scores aligned with organizational objectives.
- Acquire new customers through natural market outreach, open market activities, and referrals from internal sources including branches and digital networks.
Secondary Responsibilities
- Ensure full compliance with regulatory and internal guidelines.
- Demonstrate strong relationship management skills to build and maintain effective client connections.
- Maintain a high focus on service delivery and execution excellence.
What We Are Looking For
Education
- Graduation: Any discipline
- Post-Graduation: MBA (preferred)
Experience
- Minimum 10 years of relevant experience in financial services, wealth management, or private banking.
Skills and Attributes
- High relationship orientation with the ability to build trust and long-term client partnerships.
- Strong leadership and team development capabilities.
- Excellent communication, negotiation, and interpersonal skills.
- Execution-focused with a results-driven mindset.
- Deep understanding of wealth products, banking services, and customer lifecycle management.
- Ability to analyze customer needs and market trends to deliver tailored solutions.
