Relationship Partner

The Relationship Partner, is responsible for managing high-net-worth (HNI) and ultra-high-net-worth (Ultra HNI) clients, delivering expert relationship management and driving the acquisition of wealth management relationships. This role involves collaborating with corporate banking teams to enhance client engagement, ensuring compliance with regulations, and contributing to product development based on client feedback. The Relationship Partner will not only maintain the quality and profitability of client portfolios but also actively identify and seize business opportunities across the full range of banking products and services.

Key Roles :

• Client Management : Oversee relationships with HNI and Ultra HNI clients, providing exceptional service and tailored solutions.
• Business Development : Collaborate with the Corporate and Institutional Banking team to attract new Personal Banking and Wealth Management relationships.
• Market Awareness : Stay attuned to evolving customer expectations and market trends to maintain a competitive advantage for Yes Bank.
• Portfolio Oversight : Maintain a strong understanding of client portfolios, ensuring profitable engagement and business development.
• Product Promotion : Showcase and promote the complete suite of consumer and commercial banking products to clients.
• Feedback Channeling : Contribute to the creation of new products and services by relaying client insights and feedback to program teams.
• Regulatory Compliance : Ensure compliance with KYC and AML regulations in all client interactions.
• Cross-Functional Collaboration : Participate in initiatives that support the overall objectives of Yes Bank, fostering teamwork across functions.
• Performance Assessment : Be evaluated based on client relationship profitability and overall effectiveness in the role.

Skills Required

Aml, Client Management, Client Acquisition, HNI