[Immediate Start] Idfc First Bank

4 weeks ago


Bangalore Karnataka, India Acura solutions Full time

Private Banker Partner First PrivateKey Responsibilities Client Acquisition Relationship Management Identify and onboard HNI and UHNI clients nurturing long-term relationships to fulfill their comprehensive banking needs Wealth Advisory Provide personalized financial advice leveraging the bank s suite of wealth solutions including investments insurance and estate planning Product Promotion Promote and sell investment and insurance products to generate fee income ensuring clients receive optimal financial solutions Customer Experience Deliver a seamless and superior banking experience addressing both product offerings and interpersonal interactions Qualifications Experience Proven experience in private or wealth banking with a strong track record in client acquisition and relationship management In-depth knowledge of financial products and services tailored for HNI UHNI clients Excellent interpersonal and communication skills to effectively engage with clients and understand their financial aspirations About FIRST Private FIRST Private is IDFC FIRST Bank s elite banking segment offering clients a personalized banking experience that includes expert financial management services exclusive lifestyle privileges and a comprehensive suite of wealth solutions such as offshore investments bonds and estate planning Leadership Insight Vikas Sharma Head of Wealth Management Private Banking at IDFC FIRST Bank emphasizes the client-centric approach of the bank The business of wealth management is all about being driven by the success of your clients and not just yours If you share this passion for customer first then we invite you to explore the world of limitless career opportunities at IDFC FIRST Private Banking



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