Private Banker-First Private- East

Job description

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 bank’s 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 ₹100–150 Cr and Assets Under Management (AUM) of ₹70–100 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.