Wealth Relationship Manager

3 days ago

Chennai, Tamil Nadu, India Yes Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job description Role & responsibilities Exp. in Private Banking is must .

  • 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
  • Portfolio Handling more Than 100cr.
  • 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.

Candidate must have exp. required more than 6 years in wealth management or Private wealth.

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