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

Role Overview: As a Private Banker/Partner at IDFC FIRST Bank's First Private division, you will be responsible for managing a portfolio of high net worth clients in the North & East region. Your primary focus will be on providing personalized banking and wealth management solutions to meet clients" financial goals. Key Responsibilities: - Develop and maintain relationships with high net worth clients in the North & East region - Understand clients" financial goals and offer customized banking and wealth management solutions - Cross-sell various banking products and services such as loans, investments, and insurance - Act as a trusted advisor, providing clients with updates on market trends and investment opportunities - Collaborate with internal teams to ensure seamless service delivery - Meet and exceed sales targets to contribute to the growth of the Private Banking Group 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 in managing and growing a portfolio of high net worth clients - In-depth knowledge of banking products, investments, and insurance - Excellent communication and interpersonal skills - Strong sales and relationship management abilities - Ability to work independently and collaboratively - Proficiency in MS Office and CRM software If you are a driven and results-oriented individual with a passion for providing exceptional service to high net worth clients, IDFC FIRST Bank encourages you to apply for this exciting opportunity. The bank offers a competitive salary, attractive benefits, and opportunities for career growth. Join the team and contribute to the mission of being the preferred banking partner for clients in the North & East region.,

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IDFC FIRST Bank logo
IDFC FIRST Bank

Banking and Financial Services

Chennai

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