Private Banker

Private Banker

Function/Department: Private Banking Group

Job Purpose:

This role is instrumental in acquisition of HNW & UHNW building relationships with the clients and assisting them for their wealth and asset mamangement and perform as a financial Advisor. We are looking for some incredible private bankers who could manage some discretionary Portfolios

Roles & responsibilities:

Nurture and manage end to end customer relationships by fulfilling all their banking

needs through wealth solutions provided by IDFC first Bank.

Competency in selling the products like Mutual Fund, portfolio management services, Alternative/Alternate Investment fund.

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.

Education Qualification:

Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.

Post-graduation: MBA, PGDM.

Experience: 8+ Years of relevant experience