Private Banker/Partner - First Private - South
Bengaluru, Chennai, Hyderabad, Coimbatore, KochiFull-time5–9 yrsPosted 2 months ago
Senior finance role at IDFC FIRST Bank in Bengaluru, Chennai and 3 more cities. Needs 5+ years and a B.Com, BBA or CFA.
About the role
Private Banker/ Partner - First Private - South As a Private Banker /Partner, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized banking and wealth management solutions.
What you'll do
- Develop and maintain relationships with high net worth clients in the South region
- Understand clients' financial goals and provide customized banking and wealth management solutions
- Cross-sell various banking products and services, including investment products , insurance, and loans
- Act as a trusted advisor to clients, providing them with expert financial advice and guidance
- Collaborate with other teams within the bank, such as investment advisors and product specialists, to deliver comprehensive solutions to clients
What you need
- Wealth management
- Insurance
- Sales
- Cross-selling
- Compliance
Good to have
- CFA