4 - 9 years
25 - 30 Lacs
Posted:-1 days ago|
Platform:
Work from Office
Full Time
Job Description:
Partner/Senior Partner - Private Banking
• To be responsible for managing Key Clients HNIs and Ultra HNIs 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/ Promotors/
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 are required
to gain business wallet share from HNI and Ultra HNI 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 channelizing 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
• The position shall be evaluated basis overall profitability & relationship at a RM level as
well as client level
• The position shall be based out of Corporate and Institutional Banking Office for the
relevant location. Hence, the position is not part of any specific branch.
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