Private Banker/ Partner-First Private- West

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Ten Heads


Branch Head - Banking
Ten Heads • Mumbai, Maharashtra • via IIM Jobs
Full–time
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Job description
Opening in leading MNC as Branch Head

1. Sales Revenue Growth

- Drive branch revenue through deposit mix (Current/Savings/Fixed), wealth products, loans, and non-fund income

- Launch new products, execute promotional strategies, and compete in local catchment

- Monitor transaction volumes, migration to digital channels, NPS and customer satisfaction

2. Operations Compliance

- Ensure smooth internal operations, cost management, audit readiness (internal regulatory), and compliance with KYC/CDD/EDD and AML regulations

- Promote operational risk awareness; conduct self-assessments/control reviews (e.g., ORMA)

3. People Culture

- Lead, motivate, and develop a high-performing team; manage performance, succession, training, and employee engagement

- Maintain safe healthy branch environment; ensure staff awareness of safety protocols

4. Risk Governance
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IDFC FIRST Bank


Private Banker/ Partner-First Private- West
IDFC FIRST Bank • Ahmedabad, Gujarat • via Career At IDFC First Bank
2 days ago
Full–time
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Job description
Job Requirements

Job Description: Private Banker/ Partner-First Private- West at IDFC FIRST Bank

Company Overview:

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a strong focus on customer satisfaction and a wide range of products and services, IDFC FIRST Bank has established itself as a trusted and reliable banking partner.

Job Title: Private Banker/ Partner-First Private- West

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking Wealth Management Sales Private Banking Group

Location: Mumbai, Maharashtra, India

Additional Parameters: N/A

Job Summary:

IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/ Partner to join our First Private team in the West region. The ideal candidate will have a strong background in wealth management and sales, with a proven track record of building and maintaining relationships with high net worth individuals. As a Private Banker/ Partner, you will be responsible for managing a portfolio of high net worth clients and providing them with personalized banking and investment solutions.

Key Responsibilities:

- Develop and maintain relationships with high net worth individuals in the West region

- Understand clients' financial goals and provide them with customized banking and investment solutions

- Act as a trusted advisor to clients, providing them with expert guidance on wealth management and financial planning

- Cross-sell various banking and investment products and services to clients

- Collaborate with other teams within the bank to ensure seamless delivery of services to clients

- Stay updated on market trends and industry developments to provide clients with the best possible advice

- Meet and exceed sales targets and contribute to the overall growth of the First Private team

Qualifications:

- Bachelor's degree in Finance, Business Administration, or a related field

- Minimum of 10 years of experience in wealth management or private banking

- Proven track record of managing high net worth clients and achieving sales targets

- In-depth knowledge of banking and investment products and services

- Excellent communication and interpersonal skills

- Strong analytical and problem-solving abilities

- Ability to work independently and as part of a team

- Proficiency in MS Office and other relevant software

If you are a driven and results-oriented individual with a passion for providing exceptional customer service, we would love to hear from you. Join our team at IDFC FIRST Bank and take your career to new heights Read more