Partner

As a Relationship Manager for Key Clients such as HNIs and Ultra HNIs at Yes Bank, your role involves managing and providing expert relationship management experience. You will work closely with the Corporate and Institutional Banking team to acquire Personal Banking and Wealth Management relationships from key individuals such as Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth. It is crucial to stay ahead of competitors by anticipating and addressing shifting customer expectations. Key Responsibilities: - Maintain a strong working knowledge of client portfolios and products to increase business wallet share from HNI and Ultra HNI clients - Regularly engage with mapped relationships to ensure portfolio profitability and quality - Present a full range of consumer and commercial banking products to existing and potential Key Clients to explore incremental business opportunities - Contribute to the development of new products and services by providing feedback to the respective Program Teams - Ensure compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all customer interactions - Participate in cross-functional activities that align with the institution's bigger objectives Qualifications Required: - Bachelor's degree in Finance, Business Administration, or related field - Proven experience in relationship management with HNIs and Ultra HNIs - Strong understanding of consumer and commercial banking products and services - Excellent communication and interpersonal skills - Ability to work in a dynamic and competitive environment The position is evaluated based on overall profitability and relationships at both RM and client levels. Additionally, the role is based at the Corporate and Institutional Banking Office for the relevant location, and not tied to a specific branch.,