Job Description

Role/Job Title: Private Banker - First Private

Business: Retail Banking

Function/ Department: Retail Liabilities

Place of work: Mumbai, Pune, Ahmedabad

Roles & Responsibilities

'Nurture and manage end to end customer relationship 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 network

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 team is adequately staffed

Target achievement of team members

Key Success Metrics

AUM target, Revenue Target, New to Wealth customers

Expected to manage a TRV of 70 to 100 Crs and an AUM of 45 to 70 Crs