Private Banker/ Partner-First Private- West

10 - 14 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 joining the First Private team in the West region. Your role will involve managing a portfolio of high net worth clients and providing personalized banking and investment solutions to meet their financial goals. **Key Responsibilities:** - Develop and maintain relationships with high net worth individuals in the West region - Understand clients" financial goals and provide them with customized banking and investment solutions - Act as a trusted advisor to clients, offering expert guidance on wealth management and financial planning - Cross-sell various banking and investment products and services to clients - Collaborate with other teams within the bank to ensure seamless delivery of services to clients - Stay updated on market trends and industry developments to provide clients with the best possible advice - Meet and exceed sales targets and contribute to the overall 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 driven and results-oriented individual with a passion for providing exceptional customer service, IDFC FIRST Bank welcomes you to join their team and take 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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