8 Job openings found

Job Description: Private Banker / Partner – First Private Key Responsibilities: Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1 Wealth Advisory: Provide personalized financial advice, leveraging the bank's suite of wealth solutions, including investments, insurance, and estate planning. idfcfirstbank Product ...

Job Description for IDFC First Bank Job Title: Private Banker/Partner - First Private - Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Bangalore   IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South ...

Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management Job Purpose To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Key Responsibilities Client Acquisition & Relationship Management: Identify, acquire, and manage relationships with HNI/UHNI clients. Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning. Portfolio Management: Manage client portfolios to ensure consistent revenue growth and retention. Conduct periodic reviews of client portfolios to ensure alignment with client goals ...