last login:
29 Mar 2023

01/02 TP Singh
Managing Partner at TenHeads Consultants Posted in
Banking & Finance Jobs

01 Feb 2023; Job Code: 1214428; Location: Mumbai

Views:44 Applications:18 Rec. Actions:Recruiter Actions:8

Relationship Leader - Private Banking (4-10 yrs)

Mumbai Job Code: 1214428

- 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.