01Overview
Job Requirements
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. The incumbent will play a pivotal role in enhancing the banks retail liabilities portfolio and driving growth through both organic and referral-based customer acquisition.
Key Responsibilities
Primary Responsibilities
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.
Secondary Responsibilities
Ensure full compliance with regulatory and internal policies.Maintain a strong relationship management orientation with the ability to build and sustain effective client relationships.Focus on service excellence and timely execution of deliverables.Support team development by ensuring adequate staffing and guiding team members toward target achievement.
What We Are Looking For
Education
Graduation: Any discipline (Full-Time)Postgraduation: MBA / PGDM (Preferred)
Experience
Minimum 7 years of experience in private banking, wealth management, or retail liabilities.Demonstrated ability to manage a Total Relationship Value (TRV) of 100150 Cr and Assets Under Management (AUM) of 70100 Cr.
Skills and Attributes
Strong interpersonal and communication skills.High service orientation with a customer-first mindset.Execution-driven with a focus on achieving results.Leadership capabilities to manage and develop a team.Deep understanding of banking products and wealth solutions. .
