Private Banker-First Private- East at IDFC FIRST Bank

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.

Frequently Asked Questions

What are the eligibility criteria for the Private Banker-First Private- East job at IDFC FIRST Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 10-18 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Private Banker-First Private- East at IDFC FIRST Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Private Banker-First Private- East at IDFC FIRST Bank.

Is prior experience required for this position?

This role requires around 10-18 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Private Banker-First Private- East role at IDFC FIRST Bank?

You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.

Private Banker-First Private- East

IDFC FIRST Bank — KOLKATA, KOLKATA