Private Banker/Partner

As a Private Banker/Partner at IDFC FIRST Bank's First Private team in the South region, your role will involve managing and growing a portfolio of high net worth clients. You will provide personalized banking and wealth management solutions to meet clients" financial goals. Your responsibilities will include: - Developing and maintaining relationships with high net worth clients in the South region - Providing customized banking and wealth management solutions tailored to clients" needs - Cross-selling various banking products and services like investment products, insurance, and loans - Acting as a trusted advisor to clients, offering expert financial advice and guidance - Collaborating with other bank teams to deliver comprehensive solutions to clients - Staying updated on market trends and regulatory changes to ensure compliance and provide excellent service - Meeting and exceeding sales targets to contribute to the growth of the First Private business Qualifications required for this role include: - 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 in managing and growing a portfolio of high net worth clients - In-depth knowledge of banking products, investment products, and insurance - Excellent communication and interpersonal skills - Strong sales and relationship management abilities - Capability to work independently and collaboratively in a team - Preference for knowledge of the local market and regulations - Relevant certifications like CFP, CFA, or CAIA would be advantageous If you are a motivated individual with a focus on delivering exceptional service to high net worth clients, IDFC FIRST Bank invites you to join their team and elevate your career in the field of private banking and wealth management.,