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Hiring companyIDFC FIRST Bank
Verified today
Private Banker, First Private, West
Bhopal, Madhya Pradesh, India Full-time On-site
About the role
Wealth Management team at IDFC FIRST Bank's First Private division serves high net worth clients across the West region. The Private Banker builds and deepens relationships, delivering tailored banking and investment solutions while meeting sales targets. Mumbai office, on-site work model, relocation assistance available.
What you’ll do
- Develop and maintain relationships with high net worth individuals in the West region
- Provide customized banking and investment solutions aligned with client financial goals
- Act as trusted advisor on wealth management and financial planning
- Cross‑sell banking and investment products to meet client needs
- Collaborate with internal teams to ensure seamless service delivery
- Stay updated on market trends to advise clients effectively
- Achieve sales targets and contribute to team growth
What you’ll bring
- 10 years wealth management or private banking experience
- Bachelor's degree in Finance, Business Administration, or related field
Skills
Wealth ManagementClient RelationsInvestment SolutionsCross‑sellingFinancial PlanningTeam CollaborationMarket AnalysisSales Targets
Education
Bachelor's degree in Finance or Business Administration