Private Banker-First Private- North & East

5 years

0 Lacs

Posted:3 months ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Requirements Job Description: Private Banker-First Private- North & East Company Name: IDFC FIRST Bank Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: India IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker to join our First Private team in the North & East region of India. As a Private Banker, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized banking and wealth management solutions. Key Responsibilities Develop and maintain relationships with high net worth clients in the North & East region Understand clients' financial goals and provide them with customized banking and wealth management solutions Cross-sell various banking products and services, including loans, investments, and insurance, to meet clients' needs Monitor and manage clients' portfolios, ensuring their financial objectives are met Collaborate with other teams within the bank, such as investment advisors and product specialists, to provide comprehensive solutions to clients Stay updated on market trends and changes in regulations to provide clients with the best advice and services Meet and exceed sales targets and contribute to the overall growth of the bank's private banking business Qualifications Bachelor's degree in Finance, Business Administration, or a related field Minimum of 5 years of experience in private banking or wealth management Proven track record of managing and growing a portfolio of high net worth clients In-depth knowledge of banking products and services, as well as investment and insurance products Excellent communication and interpersonal skills Strong sales and relationship management skills Ability to work independently and as part of a team Knowledge of local market and regulations in the North & East region of India is preferred If you are a driven and results-oriented individual with a passion for providing exceptional service to high net worth clients, we want to hear from you! Join our dynamic team at IDFC FIRST Bank and take your career to the next level. Show more Show less

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IDFC FIRST Bank logo
IDFC FIRST Bank

Banking and Financial Services

Chennai

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