Partner-First Private

IDFC FIRST Bank · Udaipur

Source and collection record

Last observed by our collector: 8 October 2026 at 11:33 pm IST. This is not a manual review or a confirmation from the employer.

Employer requisition: P-230040

Job type and experience labels are automated discovery categories. The employer determines eligibility. Original experience wording was not retained separately; check the current employer page.

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Collected minimum qualification: Postgraduation: MBA / PGDM (Preferred).Attendance and availability: I checked the employer page for work location, office attendance, start date and duration.Current requisition: I checked the current employer requisition and its application requirements.

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Collected role description

Job Requirements . The Partner – First Private plays a pivotal role in acquiring and managing relationships with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). The role focuses on delivering comprehensive banking solutions, including investment, insurance, and other financial products, to meet the sophisticated needs of private banking clients. The role holder is expected to drive fee income, ensure high levels of customer satisfaction, and position IDFC FIRST Bank as the preferred banking partner for affluent clients. Key Responsibilities. Primary ResponsibilitiesAcquire HNI and UHNI clients through natural market outreach, open market activities, and referrals from internal sources including branches and digital networks. Nurture and manage end-to-end customer relationships by fulfilling all banking needs through IDFC FIRST Bank’s wealth solutions. Provide a seamless and personalized banking experience across products and services. Drive cross-sell of investment, insurance, and other bank products to generate fee income. Achieve high customer satisfaction scores by delivering exceptional service and relationship management. Secondary ResponsibilitiesEnsure strict adherence to regulatory compliance and internal policies. Maintain a strong relationship management orientation with a focus on service delivery. Demonstrate execution excellence by consistently achieving performance targets. Managerial & Leadership ResponsibilitiesLead and develop a high-performing team. Ensure adequate staffing and capability building across the team. Drive target achievement and monitor team performance. What We Are Looking For. EducationGraduation: Any discipline (Full-Time). Postgraduation: MBA / PGDM (Preferred). Experience10 to 18 years of relevant experience in banking or allied financial services, preferably in private banking or wealth management. Skills and AttributesStrong expertise in investment and insurance products. Proven ability to manage and grow HNI/UHNI client relationships. Excellent interpersonal and relationship-building skills. High focus on customer service and satisfaction. Strong leadership and team management capabilities. Execution-oriented with a results-driven mindset. High level of integrity and commitment to compliance. Fluent in English with strong business communication skills.

Collected minimum qualification

Postgraduation: MBA / PGDM (Preferred).

Collected experience requirement

10-18 years