Private Banker- First Private: East

Full Time 6 days ago
Employment Information
Job Requirements

Role/Job Title: Private Banker - First Private: East

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 provided by IDFC FIRST Bank.
  • 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
  • Strong 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: Bachelor?s in engineering / Technology / Math?s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.

Post-graduation: MBA, PGDM.

 

Experience: 10+ Years of relevant experience.