Wealth RM

Relationship Management :

• Manage banking and investment relationships of clients, responsible for overall growth of Liabilities & Investment business from the HNI segment
• Develop, manage, and expand customer relationships by providing service levels that exceed client expectations of the most important customer segment
• Identify current and potential relationships with additional revenue potential and grow business
• Generate incremental business
• Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, investments, etc.
• Proactively sell the full range of consumer and commercial products to current and potential HNI relationships
• Increase CASA balance in allocated portfolio through deepening or acquisition
• Drive higher product and channel penetration to deepen mapped relationships and increase wallet share with YES Bank

Customer Engagement :

Investment Advisory :

Process and Audit :

Skills Required

Client Relationship Management, business generation, Customer Engagement