linkedin
Private Banker-First Private- East
IDFC FIRST Bank
Kolkata, KSA
Full Time
Senior
2 weeks ago
Wealth ManagementRelationship ManagementCustomer AcquisitionSalesFinancial AnalysisCommunication
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
Wealth ManagementRelationship ManagementCustomer Acquisition
About the Role
IDFC FIRST Bank is hiring a Senior Private Banker for its First Private division in Kolkata to manage high-value customer relationships and deliver wealth management solutions. The role requires 7+ years of experience in private banking or wealth management, with a TRV of ₹100–150 Cr and AUM of ₹70–100 Cr.
Key Skills for This Role
Wealth ManagementRelationship ManagementCustomer AcquisitionSalesFinancial AnalysisCommunication
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
Requirements
- 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
- Graduation: Any discipline (Full Time)
- Postgraduation: MBA / PGDM (Preferred)
- 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
Full Job Posting
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
- 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.
What We Are Looking For
- 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.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career