Elite Banker-First Wealth

Job Requirements

Job Description: Elite Banker-First Wealth at IDFC FIRST Bank

Company Overview

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and personalized financial solutions to its customers. With a strong focus on customer satisfaction and employee development, IDFC FIRST Bank is dedicated to creating a positive and inclusive work environment.

Job Title: Elite Banker-First Wealth

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Smart Banker > Sales

Location: Hyderabad, Telangana, India

Additional Parameters

• Minimum 2 years of experience in retail banking or wealth management
• Strong sales and customer service skills
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced and dynamic environment
• Knowledge of financial products and services
• Bachelor's degree in finance, business, or related field
  
  

Job Summary

IDFC FIRST Bank is seeking a highly motivated and experienced Elite Banker-First Wealth to join our team in Hyderabad, Telangana. The Elite Banker will be responsible for managing and growing the wealth portfolio of high net worth individuals and providing them with personalized financial solutions.

Key Responsibilities

• Build and maintain relationships with high net worth individuals to understand their financial needs and goals
• Offer personalized financial solutions and advice to clients based on their risk profile and investment objectives
• Proactively identify and acquire new clients through referrals, networking, and other sales strategies
• Cross-sell various financial products and services to existing clients to increase their portfolio
• Meet and exceed sales targets and contribute to the overall growth of the bank
• Stay updated on market trends and changes in financial regulations to provide accurate and timely advice to clients
• Collaborate with other teams within the bank to ensure seamless service delivery to clients
• Maintain accurate and up-to-date client records and documentation
• Adhere to all regulatory and compliance guidelines
  
  

Qualifications

• Minimum 2 years of experience in retail banking or wealth management
• Bachelor's degree in finance, business, or related field
• Strong sales and customer service skills
• Excellent communication and interpersonal skills
• In-depth knowledge of financial products and services
• Ability to work in a fast-paced and dynamic environment
• Proven track record of meeting and exceeding sales targets
• Relevant certifications in wealth management or financial planning will be an added advantage
  
  

If you are a driven and ambitious individual with a passion for providing exceptional customer service and a strong understanding of financial products, we encourage you to apply for the Elite Banker-First Wealth position at IDFC FIRST Bank. Join our team and be a part of our journey towards becoming the most trusted and preferred bank in India.