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Kavita Sharma

BDM at Tenheads Consultant

Last Login: 22 December 2021

Job Views:  
211
Applications:  46
Recruiter Actions:  13

Job Code

1003605

Team Leader - Private Wealth - Bank

12 - 22 Years.Mumbai
Posted 2 years ago
Posted 2 years ago

Wealth experience is mandatory

Job Description :

- To lead a team of 3 Relationship Leaders at the location and be responsible for managing Key Clients - HNIs and Ultra HNIs in order to 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 of organizations.

- Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India - In synergy with corporate banking

- 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

- Besides leading a small team, the position shall also manage key clients personally.

- 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

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Posted By

user_img

Kavita Sharma

BDM at Tenheads Consultant

Last Login: 22 December 2021

Job Views:  
211
Applications:  46
Recruiter Actions:  13

Job Code

1003605

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