Empowering Women, Elevating Workplaces !!

5 - 10 years

5 - 15 Lacs

Posted:8 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

  • Manage high net worth (HNI) clients' portfolios, including investment advisory services and product sales.
  • Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell opportunities.
  • Identify new business prospects through networking, referrals, and market research to expand the client base.
  • Collaborate with internal teams such as trading, operations, and compliance to ensure seamless execution of trades and services.
  • Provide exceptional customer service by resolving queries promptly and ensuring timely resolution of issues.

Desired Candidate Profile

  • 3-10 years of experience in wealth management or related field (HNI sales/premier banking).
  • Strong understanding of investment products (equity/debt), mutual funds, NRI services, priority banking solutions.
  • Excellent communication skills for effective relationship-building with clients; ability to articulate complex financial concepts simply.

Interested Candidate can connect me on kalpana.roy.ext@yesbank.in

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Yes Bank logo
Yes Bank

Banking and Financial Services

Mumbai

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