Roles and Responsibilities :

- Manage a portfolio of High Net Worth Individuals (HNIs) and provide personalized wealth management solutions to meet their financial goals.
- Identify new business opportunities through networking, referrals, and market research to expand the HNI book.
- Develop strong relationships with existing clients to increase wallet share, cross-sell products, and retain their loyalty.
- Collaborate with internal teams such as investment specialists, product managers, and operations staff to deliver tailored services.

Job Requirements :

- 6-13 years of experience in priority banking, preferred banking, or HNI acquisition & client handling.
- Proven track record in acquiring high-value clients from various channels including direct sales, referrals, or partnerships.
- Solid understanding of wealth management principles, investment strategies, and financial markets.
- Excellent communication skills for building rapport with affluent individuals.

📌 Yes First Relationship Manager (Mumbai)
🏢 Yes Bank
📍 Mumbai