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Yes Bank
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Driven. Dynamic. Diverse. We're hiring women who lead.

Driven. Dynamic. Diverse. We're hiring women who lead.

4 - 9 years

|

3 - 8 Lacs

Mumbai Mumbai Suburban

Posted:8 hours ago| Platform:

Apply

Skills Required

Portfolio Management HNI Sales Relationship Management Wealth Management Mutual Funds Cross Selling Retail Liabilities PMS Third Party Products HNI Acquisition HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective communication, relationship management, and sales strategies.
Identify cross-sell opportunities across various products such as PMS, Mutual Funds, Third Party Products, Retail Liabilities, etc. to increase revenue growth.
Stay updated on market trends and industry developments to stay ahead in the competitive landscape.
Develop a deep understanding of client needs and preferences to provide tailored solutions that meet their financial goals.

Desired Candidate Profile

4-9 years of experience in HNI Client Handling or similar roles in Banking/Finance sector.
Strong knowledge of Portfolio Management Services (PMS), Mutual Funds, Third Party Products, Retail Liabilities, etc. .
Excellent relationship management skills with ability to build strong rapport with high net worth individuals.

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Banking and Financial Services

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