Role/Job Title: Private Banker/Partner - First Private
Function/Department: Private Banking Group (Retail Liabilities)
Job Purpose
This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income
Roles & responsibilities:
Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions
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.
High relationship management orientation; ability to forge effective relationships
Robust focus on service delivery.
Execution-oriented, i.e. driven to achieve results.
Managerial & leadership responsibilities:
Team development.
Ensuring the team is adequately staffed.
Target achievement of team members.
Education Qualification
Graduation: Bachelors in engineering / Technology / Math’s / Commerce / Arts / Science / Biology /
Business / Computers / Engineering / Management.
Post-graduation: MBA, PGDM.
📌 Private Banker/ Private Partner First Private New Delhi
🏢 Abacus Consultants
📍 New Delhi
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