Private Banker- First Private North & East

5 - 9 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Private Banker/Partner at IDFC FIRST Bank, your role will involve managing and growing a portfolio of high net worth clients in the North & East region. You will be tasked with providing personalized banking and wealth management solutions to meet clients' financial goals. Your primary responsibilities will include: - Developing and maintaining relationships with high net worth clients in the North & East region - Understanding clients' financial goals and offering customized banking and wealth management solutions - Cross-selling various banking products and services, such as loans, investments, and insurance - Acting as a trusted advisor to clients by providing regular updates on market trends and investment opportunities - Collaborating with internal teams to ensure seamless delivery of services - Meeting and exceeding sales targets to contribute to the overall growth of the Private Banking Group To qualify for this role, you should possess the following 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, investments, and insurance - Excellent communication and interpersonal skills - Strong sales and relationship management capabilities - Ability to work independently and as part of a team - Proficiency in MS Office and CRM software Additional details about the company or job parameters were not provided in the job description. 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 becoming the preferred banking partner for clients in the North & East region. As a Private Banker/Partner at IDFC FIRST Bank, your role will involve managing and growing a portfolio of high net worth clients in the North & East region. You will be tasked with providing personalized banking and wealth management solutions to meet clients' financial goals. Your primary responsibilities will include: - Developing and maintaining relationships with high net worth clients in the North & East region - Understanding clients' financial goals and offering customized banking and wealth management solutions - Cross-selling various banking products and services, such as loans, investments, and insurance - Acting as a trusted advisor to clients by providing regular updates on market trends and investment opportunities - Collaborating with internal teams to ensure seamless delivery of services - Meeting and exceeding sales targets to contribute to the overall growth of the Private Banking Group To qualify for this role, you should possess the following 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, investments, and insurance - Excellent communication and interpersonal skills - Strong sales and relationship management capabilities - Ability to work independently and as part of a team - Proficiency in MS Office and CRM software Additional details about the company or job parameters were not provided in the job description. 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 becoming the preferred banking partner for clients in the North & East region.

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