Job Description
Job Requirements
Role/Job Title: Private Banker/Partner - First Private
Function/Department: Private Banking Group (Retail Liabilities)
Job Purpose
This role is instrumental in acquisition of HNI & UHNI clients and building the
relationship with the bank. They have to sell Investment & Insurance & other bank products
to Private Banking clients to generate fee income
Roles & Responsibilities
Nurture and manage end to end customer relationships by fulfilling all their banking
needs through wealth solutions
Provide a seamless banking experience from a product and interpersonal point of view.
Achieve organizational objectives of high customer satisfaction scores.
Acquire customers through natural market, open market activities, references from internal
sources via existing branch and digital networks.
Secondary Responsibilities
Ensure regulatory compliance.
High relationship management orientation; ability to forge effective relationships
Strong focus on service delivery.
Execution-oriented, i.e. driven to achieve results.
Managerial & Leadership Responsibilities
Team development.
Ensuring the team is adequately staffed.
Target achievement of team members.
Education Qualification
Graduation: Bachelor's in engineering / Technology / Math's / Commerce / Arts / Science / Biology /
Business / Computers / Engineering / Management.
Post-graduation: MBA, PGDM.
