Private Banker

Location: Greater Delhi Area
Work Arrangement: On-site
Employment Type: Full-time

One of our banking clients is looking for a Private Banker/ Partner-First Private- North to acquire and manage relationships with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).

The role focuses on delivering comprehensive wealth management solutions including investment insurance and other banking products to meet the financial needs of private banking clients. The role holder is expected to drive fee income ensure exceptional customer satisfaction and position the Bank as the preferred financial partner for affluent clients.

• Acquire HNI and UHNI clients through natural market outreach open market activities and referrals from internal sources such as branches and digital networks.

• Manage end-to-end customer relationships by addressing all banking and wealth management needs.

• Provide a seamless and personalized banking experience both in terms of product offerings and relationship management.

• Drive cross-sell of investment insurance and other bank products to generate fee income.

• Achieve high customer satisfaction scores by delivering consistent and high-quality service.

• Ensure full compliance with regulatory requirements and internal policies.

• Maintain a strong relationship management orientation with a focus on service excellence.

• Demonstrate a results-driven approach with a strong execution mindset.

• Lead and develop a high-performing team.

• Ensure adequate staffing and capability building across the team.

• Drive target achievement and monitor team performance to meet business goals.

• Graduation: Any discipline (Full-Time)

• Postgraduation: MBA / PGDM (Preferred)

• Minimum 10 years of relevant experience in private banking wealth management or allied financial services.

• Deep understanding of investment and insurance products.

• Proven ability to manage and grow HNI/UHNI client relationships.

• Strong interpersonal communication and relationship-building skills.

• High focus on customer service and satisfaction.

• Leadership and team management capabilities.

• Execution-oriented with a results-driven mindset.

• High level of integrity and commitment to compliance.

If your experience aligns with the requirements above you may apply for the Private Banker/ Partner-First Private- North opportunity through the recruitment process.