Private Banking Partner

Private Banking Partner

Responsibilities:

- 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