Private Banker-First Private

IDFC FIRST Bank

  • Kerala
  • Permanent
  • Full-time
  • 1 month ago
Job RequirementsJob RequirementsRole/Job Title: Private Banker - First PrivateFunction/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 incomeRoles & 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.

IDFC FIRST Bank