Job Description:

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
Solid 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.

📌 IDFC First Bank / PBG / Pune
🏢 Acura Solution
📍 Pune