Wealth Relationship Manager ( Private Banking )

Yes Bank

8 - 13 years

10 - 15 Lacs

Hyderabad Pune

Posted:1 week ago| Platform:

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Skills Required

Wealth Management Private Wealth Investment Products Private Wealth Management Private Banking Portfolio Management Mutual Funds Client Acquisition Ultra Hni PMS

Work Mode

Work from Office

Job Type

Full Time

Job Description

To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)
In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth
Portfolio Handling more Than 100cr.
Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors
Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients
Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level
Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products
Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams
Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers
Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution
The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level
The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch.

Candidate must have exp. required more than 6 years in wealth management or Private wealth.

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