All roles at IDFC FIRST Bank

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

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