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:
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 pass
📌 Private Banker- First Private: North (India)
🏢 IDFC FIRST Bank
📍 India
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