idfc - wfrm - harsh - mumbai

Key Roles & Responsibilities:

• To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience.
• 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 and 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 and 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 and 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

Required Skills

bom