Partner/Senior Partner

6 hours ago

Ahmedabad Kolkata Mumbai, India b85e3f5a-7283-42b4-bed7-17ebd918a366 Full time ₹ 20,00,000 - ₹ 25,00,000 per year

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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