Private Banker

Private Banker

12-15 years
Not Specified

Job Description

Job Title - Private Banker
Place of work - Mumbai
Business Unit -Retail Banking
Function - Retail Liabilities
Job Purpose :
This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank.
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
  • 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

Educational Qualifications:
Graduate - Any
Post Graduate - Any MBA
Minimum of 12+Years from Financial Services, Wealth Management

Job Details

Employment Types:


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