Private Banker-First Private- East
KolkataFull-time7–13 yrsPosted 4 months ago
Senior finance role at IDFC FIRST Bank in Kolkata. Needs 7+ years and an MBA.
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.
What you'll do
- 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
What you need
- Wealth management
- Compliance