Job Requirements : Private Banker- First Private

Company Name: IDFC FIRST Bank

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Wealth Management > Sales > Private Banking Group

Location: across North 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 prospects
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
Robust 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 perks, 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.

📌 Private Banker First Private: North Delhi
🏢 IDFC FIRST Bank
📍 Delhi