Partner / Sr. Partner - Private Banking

Roles and Responsibilities

• To be responsible for managing Key Clients NR 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/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth.
• 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 required to gain business wallet share from NR 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 channelising 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.
  

Desired Candidate Profile

• 8-10 years of experience in NR Client Handling or similar roles in Private Banking/ Wealth Management/ Portfolio Management Banking Industry.
  
• Strong understanding of NRI Services, Personal Banking, Relationship Management, and Wealth Management principles.
  
• Excellent communication skills for effective relationship-building with high-net-worth individuals (HNIs) and non-resident Indians (NRIs).