Affluent / NR / Wealth RM

Company Description

YES BANK is a leading Indian private sector bank dedicated to transforming the financial landscape of India. With over 1200 branches nationwide, we strive to deliver exceptional banking solutions and empower individuals, businesses, and communities to thrive. Operating across Retail, MSME, and Corporate banking sectors, YES BANK offers an extensive range of financial services, leveraging cutting-edge technology and industry insights to meet the evolving needs of our diverse clientele. Our core values drive our commitment to innovation, transparency, and sustainability, aiming to build long-lasting relationships and have a positive impact on society and the environment.

Role Description

This is a full-time, on-site role for an Affluent/Wealth/NRI Relationship Manager (RM) located in South Mumbai. The RM will be responsible for managing and deepening the wealth portfolios of affluent and NRI clients. Key tasks include relationship management, financial advisory, investment planning, risk profiling, and facilitating banking transactions. The RM will also be involved in cross-selling wealth products and services, ensuring client satisfaction, and maintaining compliance with regulatory standards.

Qualifications

• Relationship management and client servicing skills
• Financial advisory and investment planning expertise
• Risk profiling and portfolio management skills
• Knowledge of NRI banking products and services
• Excellent communication and interpersonal skills
• Ability to work independently and manage multiple client relationships
• Experience in the banking or financial services industry is a plus
• Bachelor's degree in Finance, Economics, Business Administration, or related field