Private Banker-First Private- North & East IDFC FIRST Bank
IDFC FIRST Bank
Office Location
Full Time
Experience: 5 - 5 years required
Pay:
Salary Information not included
Type: Full Time
Location: Kolkata
Skills: Relationship management, Upselling, Sales, Negotiation, MS Office, Financial goals analysis, Crossselling, Market Trends Analysis, CRM software
About IDFC FIRST Bank
Job Description
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.,