Private Banker-First Private- East
Idfcfirst · idfcfirst.bank.in
KolkataSenior7+ yrs
The job in short
Private banker.
BankingCompliance
Details
- Found
- 21 d ago · posted 2026-09-26
- Location as listed
- Kolkata, West Bengal, India
- Role
- Banker / Relationship Manager
- Source
- The company’s own careers site
Full 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.
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