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Private Banker- FIRST Private @ Idfc First Bank

Home > Trading, Asset & Wealth Management

 Private Banker- FIRST Private

Job Description

Role & 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.

Preferred candidate profile : Wealth Manager, Private Banker

Job Classification

Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Idfc First Bank
Location(s): Nagpur

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Idfc First Bank

About Capital First Limited: CFL is listed on BSE and NSE (Stock Code: CFL). The company provides Mortgage loans to SMEs against pledge of property, Gold Loans to retail customers, Consumer Durable Loans, Two wheeler loans, and senior secured Wholesale loans. During the last year the company expande...