Private Banker-First Private

Job Requirements

Job Description: Partner-First Private at IDFC FIRST Bank

Company Overview

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. We are looking for a dynamic and driven individual to join our team as a Partner-First Private in our Retail Banking > Wealth Management > Sales > Private Banking Group in Mumbai, Maharashtra, India.Job Title: Partner-First PrivateJob Type: Full-TimeJob Category: OthersDepartment: Retail Banking > Wealth Management > Sales > Private Banking GroupLocation: Mumbai, Maharashtra, India

Additional Parameters

• Minimum 5 years of experience in private banking or wealth management
• Strong knowledge of financial products and services
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with high net worth individuals
• Proven track record of meeting and exceeding sales targets
• Knowledge of local market and competition
• Bachelor's degree in Finance, Business Administration, or related field
• Relevant certifications (e.g. CFP, CWM) preferred
  

Job Summary

As a Partner-First Private at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will work closely with the Private Banking team to provide personalized financial solutions and services to meet the unique needs of our clients. Your primary goal will be to deepen relationships with existing clients and acquire new clients through referrals and networking.

Key Responsibilities

• Build and maintain relationships with high net worth individuals to understand their financial goals and needs
• Provide personalized financial solutions and services to clients, including investment management, wealth planning, and credit solutions
• Identify opportunities to cross-sell and upsell products and services to existing clients
• Acquire new clients through referrals, networking, and other business development activities
• Meet and exceed sales targets and KPIs set by the bank
• Stay updated on market trends, competition, and regulatory changes to provide the best advice to clients
• Collaborate with internal teams to ensure seamless delivery of services to clients
• Maintain accurate and up-to-date client records and documentation
• Adhere to all regulatory and compliance guidelines
  

Qualifications

• Minimum 5 years of experience in private banking or wealth management
• Strong knowledge of financial products and services
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with high net worth individuals
• Proven track record of meeting and exceeding sales targets
• Knowledge of local market and competition
• Bachelor's degree in Finance, Business Administration, or related field
• Relevant certifications (e.g. CFP, CWM) preferred
  

If you are a self-motivated and results-driven individual with a passion for providing exceptional customer service, we want to hear from you. Join our team at IDFC FIRST Bank and be a part of our mission to be the preferred financial partner for our clients.