Affluent/Wealth/NRI RM YES BANK
YES BANK
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: All India
Skills: Relationship management, Client Servicing, Financial advisory, Investment Planning, Portfolio Management, Interpersonal Skills, Risk Profiling, Knowledge of NRI banking products, services, Excellent communication
About YES BANK
Job Description
You will be working as an Affluent/Wealth/NRI Relationship Manager (RM) at a leading Indian private sector bank in South Mumbai. Your primary responsibility will be to manage and enhance the wealth portfolios of affluent and NRI clients. This includes tasks such as relationship management, financial advisory, investment planning, risk profiling, and facilitating banking transactions. Additionally, you will be expected to cross-sell wealth products and services, ensure client satisfaction, and uphold compliance with regulatory standards. To excel in this role, you should possess strong relationship management and client servicing skills. Your expertise in financial advisory, investment planning, risk profiling, and portfolio management will be crucial. Knowledge of NRI banking products and services is essential. Excellent communication and interpersonal abilities are required to effectively interact with clients. The role demands independent work and the management of multiple client relationships simultaneously. Prior experience in the banking or financial services industry will be advantageous. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred for this position.,