Private Banker

2 weeks ago

Kolkata, West Bengal, India YES BANK Full time

Job description

Role & responsibilities :

Location - Mumbai , Pune , Kolkata , Ahmedabad.

  • 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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