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Homeโ€บCompaniesโ€บIDFC FIRST Bankโ€บPrivate Banker- First Private North
IF

Private Banker- First Private North

๐Ÿ“LOCATIONAll India
๐Ÿ“ˆEXPERIENCE5 to 9 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED6 Aug 2026

01Key Responsibilities

Develop and maintain relationships with high net worth clients in the North & East region Understand clients' financial goals and provide them with customized banking and wealth management solutions Cross-sell various banking products and services, including loans, investments, and insurance Act as a trusted advisor to clients and provide them with regular updates on market trends and investment opportunities Collaborate with internal teams to ensure seamless delivery of services to clients Meet and exceed sales targets and contribute to the overall growth of the Private Banking Group Qualifications: Bachelor's degree in Finance, Business Administration, or a related field Minimum of 5 years of experience in private banking or wealth management Proven track record of managing and growing a portfolio of high net worth clients In-depth knowledge of banking products and services, investments, and insurance Excellent communication and interpersonal skills Strong sales and relationship management skills Ability to work independently and as part of a team Proficiency in MS Office and CRM software Additional Parameters: CFP or CFA certification is preferred Knowledge of local market and industry trends in the North & East region Willingness to travel within the region as needed Fluency in local languages is a plus If you are a driven and results-oriented individual with a passion for providing exceptional service to high net worth clients, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank. We offer a competitive salary, attractive benefits, and opportunities for career growth. Join our team and be a part of our mission to be the preferred banking partner for our clients in the North & East region. .

02What you'll need

Experience
5 to 9 Yrs
Employment Type
Full time
Programming languages
Wealth ManagementBanking ProductsSalesRelationship ManagementFinancial GoalsInvestmentsInsuranceMarket TrendsMS OfficeCRM Software

03About IDFC FIRST BANK

BFSIIndustry
Full timeEmployment Type
All IndiaLocation
Not Disclosed ยท salary hidden by employer
5 to 9 Yrs ยท All India
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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