Private Banker-First Private

Job Requirements

About the Role

The 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.
  
  

• 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.
  
  

• Graduation: Any discipline (Full-Time)
• Postgraduation: MBA / PGDM (Preferred)
  
  

• 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.
  
  

• 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.