IF
Hiring companyIDFC FIRST Bank
Verified today
Private Banker, First Private, South
Vijayapura, Karnataka, India On-site
About the role
Private Banker, First Private at IDFC FIRST Bank, the wealth management arm serving high net worth clients in South India. Leads relationship building and provides tailored banking, investment and insurance solutions while collaborating with product specialists to meet client goals. Bengaluru and other South region offices, on-site work model.
What you’ll do
- Develop and maintain relationships with high net worth clients in the South region
- Provide customized banking, wealth management and investment solutions
- Cross‑sell banking products, insurance and loan offerings
- Act as trusted financial advisor and guide clients on goals
- Collaborate with investment advisors and product specialists
- Stay updated on market trends and regulatory changes
- Achieve sales targets and contribute to First Private growth
What you’ll bring
- Bachelor's degree in Finance or Business Administration
- 5+ years private banking or wealth management experience
- Proven portfolio growth track record
- Knowledge of banking, investment and insurance products
- Strong communication and relationship skills
- Relevant certifications (CFP, CFA, CAIA)