Private Banker-First Private- North

IDFC FIRST Bank; Delhi; On-site; INR 1,200,000 - 2,500,000; Full time

Job summary

IDFC FIRST Bank is looking for an experienced banking professional to manage high-net-worth clients and drive customer satisfaction. The role involves nurturing client relationships, ensuring regulatory compliance, and achieving organizational targets. Ideal candidates should have a Bachelor's degree and an MBA, along with 10-18 years of relevant experience in banking or wealth management. This position offers opportunities for leadership and team development.

Qualifications

• 10-18 years of relevant experience in banking or wealth management.
• Strong interpersonal skills and ability to build effective client relationships.
• Execution orientation and strong focus on achieving results.

Responsibilities

• Nurture and manage end to end customer relationships.
• Achieve high customer satisfaction scores.
• Acquire customers through various market activities.
• Ensure regulatory compliance.

Skills

Relationship management

Customer acquisition

Regulatory compliance

Service delivery focus

Education

Bachelor’s degree in relevant field

MBA/PGDM

Job description

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

10-18 years of relevant experience.