Private Banker-First Private- North & East

Job Requirements

Job Description:

Position: Private Banker-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 to join our team in Delhi, India. As a Private Banker, you will be responsible for managing and growing a portfolio of high net worth clients in the North & East regions. This is a full-time position within our Retail Banking division, specifically in the Wealth Management department under the Sales team, reporting to the Private Banking Group.

Key Responsibilities

• Develop and maintain relationships with high net worth clients in the North & East regions
• Understand clients' financial goals and provide customized solutions to meet their needs
• Cross-sell and upsell various banking and wealth management products and services
• Collaborate with internal teams such as Investment Advisors, Portfolio Managers, and Credit Analysts to provide comprehensive solutions to clients
• Stay updated on market trends and industry developments to provide valuable insights 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 and wealth management products and services
• Excellent communication and interpersonal skills
• Strong sales and negotiation 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 regulations is a plus
• Fluency in regional languages is an advantage
  
  

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. 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.