Senior Private Banker-First Private
IDFC FIRST Bank
Date: 4 hours ago
City: Indore, Madhya Pradesh
Contract type: Full time
Job Requirements
About the Role
The Senior Private Banker – First Private will be responsible for managing and nurturing high-value customer relationships by delivering comprehensive banking and wealth management solutions. This role demands a strong focus on customer satisfaction, seamless service delivery, and achieving business targets through personalized financial strategies. The incumbent will play a pivotal role in enhancing the bank’s retail liabilities portfolio and driving growth through both organic and referral-based customer acquisition.
Key Responsibilities
Primary Responsibilities
Education
About the Role
The Senior Private Banker – First Private will be responsible for managing and nurturing high-value customer relationships by delivering comprehensive banking and wealth management solutions. This role demands a strong focus on customer satisfaction, seamless service delivery, and achieving business targets through personalized financial strategies. The incumbent will play a pivotal role in enhancing the bank’s retail liabilities portfolio and driving growth through both organic and referral-based customer acquisition.
Key Responsibilities
Primary Responsibilities
- Manage end-to-end customer relationships by addressing all banking and wealth management needs.
- Deliver a seamless and personalized banking experience, both in terms of products and interpersonal engagement.
- Drive customer acquisition through natural market outreach, open market activities, and internal referrals via branch and digital networks.
- Achieve high customer satisfaction scores and contribute to organizational goals.
- Ensure full compliance with regulatory and internal policies.
- Maintain a strong relationship management orientation with the ability to build and sustain effective client relationships.
- Focus on service excellence and timely execution of deliverables.
- Support team development by ensuring adequate staffing and guiding team members toward target achievement.
Education
- Graduation: Any discipline (Full-Time)
- Postgraduation: MBA / PGDM (Preferred)
- Minimum 7 years of experience in private banking, wealth management, or retail liabilities.
- Demonstrated ability to manage a Total Relationship Value (TRV) of ₹100–150 Cr and Assets Under Management (AUM) of ₹70–100 Cr.
- Strong interpersonal and communication skills.
- High service orientation with a customer-first mindset.
- Execution-driven with a focus on achieving results.
- Leadership capabilities to manage and develop a team.
- Deep understanding of banking products and wealth solutions.
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