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.