Partner-Private Banking Group

2 weeks ago


Manila, National Capital Region, Philippines Vrinda Global Full time

Posted: 6 days ago Openings: 1 Applicants: 81

Role & responsibilities

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

  • 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:

  • Ensuring the team is adequately staffed.
Role Category: Investment Banking, Private Equity & VC

Education

UG: Any Graduate

Key Skills

Skills highlighted with '' are preferred keyskills

Afflatus is a specialist in Manpower Consulting. We partner with companies to improve recruitment efficiency and speed by combining best practices and resource planning so that our clients can access the top talent for permanent roles. Our contingent recruitment is highly responsive to the needs of many industry sectors providing agility to temporary staff. We service clients across the globe from our offices in California, Sheffield, Auckland, Dubai, and India.

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Relationship Manager, Retail Banking Group

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