Private Banker / Partner-First Private- North & East

Job Requirements

Job Description : Private Banker / Partner-First Private- North & East

Company Name : IDFC FIRST Bank

Job Type : Full-Time

Job Category : Retail Banking

Department : Retail Banking >

Wealth Management >

Sales >

Private Banking Group

Location : Delhi, India

IDFC 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

Additional Parameters

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.

Skills Required

Insurance, crm software, Investments, Ms Office