Private Banker/ Partner-First Private- West

10 - 14 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Description: IDFC FIRST Bank is looking for a highly motivated and experienced Private Banker/ Partner to join the First Private team in the West region. As a Private Banker/ Partner, you will be responsible for managing a portfolio of high net worth clients in Mumbai, Maharashtra, India, and providing them with personalized banking and investment solutions. You should have a strong background in wealth management and sales, with a proven track record of building and nurturing relationships with high net worth individuals. Your key responsibilities will include developing and maintaining relationships with high net worth clients, understanding their financial goals, and offering customized banking and investment solutions. You will act as a trusted advisor, providing expert guidance on wealth management and financial planning. Additionally, you will cross-sell various banking and investment products, collaborate with different bank teams for seamless service delivery, stay updated on market trends, and aim to exceed sales targets to contribute to the growth of the First Private team. Qualifications: - Bachelor's degree in Finance, Business Administration, or a related field - Minimum of 10 years of experience in wealth management or private banking - Proven track record of managing high net worth clients and achieving sales targets - In-depth knowledge of banking and investment products and services - Excellent communication and interpersonal skills - Strong analytical and problem-solving abilities - Ability to work independently and as part of a team - Proficiency in MS Office and other relevant software If you are a proactive and customer-focused individual with a flair for providing exceptional service, IDFC FIRST Bank invites you to join their team and elevate your career to new heights.,

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IDFC FIRST Bank logo
IDFC FIRST Bank

Banking and Financial Services

Chennai

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