Private Banker

8 - 12 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Private Banker in the Private Banking Group at IDFC FIRST Bank, your role involves acquiring HNI & UHNI clients and fostering relationships with the bank. Your primary responsibility is to sell Investment, Insurance, and other bank products to Private Banking clients to generate fee income. **Key Responsibilities:** - Nuture and manage end-to-end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank. - Provide a seamless banking experience from a product and interpersonal point of view. - Achieve organizational objectives of high customer satisfaction scores. - Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks. **Secondary Responsibilities:** - Ensure regulatory compliance. - Maintain a high relationship management orientation with the ability to forge effective relationships. - Maintain a strong focus on service delivery. - Be execution-oriented, i.e. driven to achieve results. **Qualification Required:** - Graduation: Bachelors in Engineering, Technology, Maths, Commerce, Arts, Science, Biology, Business, Computers, or Management. - Post-graduation: MBA or PGDM. With over 8 years of relevant experience, you will play a crucial role in acquiring and managing high net-worth clients, contributing to the growth and success of the Private Banking Group at IDFC FIRST Bank.,

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