Private Banker- First Private North

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, you will be responsible for managing and growing a portfolio of high net worth clients in the North & East region. Your role will involve 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 provide them with customized banking and wealth management solutions - Cross-sell various banking products and services, including loans, investments, and insurance - Act as a trusted advisor to clients, offering regular updates on market trends and investment opportunities - Collaborate with internal teams to ensure seamless delivery of services to clients - Meet and exceed sales targets, contributing to the overall 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 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 skills - Ability to work independently and as part of a team - Proficiency in MS Office and CRM software Additional Parameters: - CFP or CFA certification is preferred - Knowledge of local market and industry trends in the North & East region - Willingness to travel within the region as needed - Fluency in local languages is a plus 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 be a part of the mission to be 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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