Private Banker-First Private- North & East

5 - 9 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Private Banker at IDFC FIRST Bank in Delhi, India, you will play a crucial role in managing and expanding a portfolio of high net worth clients in the North & East regions. Your responsibilities will include: - Developing and nurturing relationships with high net worth clients - Providing tailored financial solutions to meet clients" needs - Cross-selling various banking and wealth management products and services - Collaborating with internal teams to offer comprehensive solutions - Staying informed about market trends to provide valuable insights - Achieving and surpassing sales targets to drive growth in the Private Banking Group To qualify for this position, you should have: - A Bachelor's degree in Finance, Business Administration, or a related field - Minimum of 5 years of experience in private banking or wealth management - Demonstrated success in managing high net worth client portfolios - Thorough understanding of banking and wealth management products - Strong communication, interpersonal, sales, and negotiation skills - Ability to work independently and collaboratively - Proficiency in MS Office and CRM software Additional qualifications such as CFP or CFA certification, knowledge of local market and regulations, and fluency in regional languages are advantageous. IDFC FIRST Bank offers a competitive salary, benefits package, and opportunities for career advancement. If you are a results-driven individual committed to delivering exceptional service to high net worth clients, we invite you to apply for this rewarding role.,

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IDFC FIRST Bank logo
IDFC FIRST Bank

Banking and Financial Services

Chennai

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