Senior Private Banker-First Private

Job Requirements

Role/Job Title:Senior Private Banker-First PrivateBusiness:Retail BankingFunction/ Department:Retail LiabilitiesPlace of work:Pan India

Roles & Responsibilities

'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST BankProvide a seamless banking experience from a product and interpersonal point of viewAchieve organizational objectives of high customer satisfaction scoresAcquire Customers through natural market, open market activities, references from Internal sources via existing branch and digital networks network

Secondary Responsibilities

'Ensure regulatory complianceHigh relationship management orientation; ability to forge effective relationshipsStrong focus on service deliveryExecution oriented, i.e. driven to achieve results

Managerial & Leadership Responsibilities

'Team developmentEnsuring team is adequately staffedTarget achievement of team members

Key Success Metrics

AUM target, Revenue Target, New to Wealth customersExpected to manage a TRV of 100 to 150 Crs and an AUM of 70 to 100 Crs