Job Requirements

Job Description: Private Banker- First Private

Company Overview:
IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a robust focus on customer satisfaction and a wide range of products and services, IDFC FIRST Bank has established itself as a trusted and reliable banking partner.

Job Title: Private Banker/ Partner-First Private- West

Job Type: Full time

Job Category: Retail Banking

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

Location: Mumbai, Maharashtra, India

Additional Parameters: N/A

Job Summary:
IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/ Partner to join our First Private team in the West region. The ideal candidate will have a robust background in wealth management and sales, with a proven track record of building and maintaining relationships with high net worth individuals. As a Private Banker/ Partner,



you will be responsible for managing a portfolio of high net worth clients and providing them with personalized banking and investment solutions.

Key Responsibilities:
Develop and maintain relationships with high net worth individuals in the West region
Understand clients' financial goals and provide them with customized banking and investment solutions
Act as a trusted advisor to clients, providing them with expert guidance on wealth management and financial planning
Cross-sell various banking and investment products and services to clients
Collaborate with other teams within the bank to ensure seamless delivery of services to clients
Stay updated on market trends and industry developments to provide clients with the best possible advice
Meet and exceed sales targets and contribute to the overall growth of the First Private team

Qualifications:
Bachelor's degree in Finance, Business Administration, or a related field
Minimum of 10 years of experience in wealth m

📌 Private Banker First Private: West Nagpur
🏢 IDFC FIRST Bank
📍 Nagpur