Private Banker/Partner-First Private- North & East

Job Requirements

Job Description: Private Banker/Partner-First Private- North & EastCompany Name: IDFC FIRST BankJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Wealth Management > Sales > Private Banking GroupLocation: Delhi, IndiaIDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our team in the North & East region. As a Private Banker/Partner, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized banking and wealth management solutions.

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 and provide them with 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 and contribute 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, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank. We offer a competitive salary, attractive benefits, and opportunities for career growth. Join our team and be a part of our mission to be the preferred banking partner for our clients in the North & East region.