Will be responsible for managing a team of 5 to 10 Financial Advisors and Financial Partners who manage portfolios of high net-worth individuals of Yes Bank ü Will be responsible for ensuring that the team Goalsheet targets are met across all bank products. including Recent to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade FOREX and Assets ü Will be required to go on join calls and build relationships and personally interact with the top clients in the portfolio to deepen and enhance relationships ü Should be able to rigorously monitor cross sell on the portfolio as well as sales process compliance across RMs.

ü Will be responsible for recruiting RMs, mentoring and training them.



Should build capability across RMs for them to be able to independently manage and grow business ü Regular review of RMs to ensure that they comply with processes and meet operational guidelines. Will be responsible to drive high contactability and service levels on the RM portfolio ü Will need to drive all initiatives run by the central team and ensure RMs work on the base to enhance customer engagement and penetration ü Should be able to collaborate and work with various teams in the organization to ensure optimal support and service for RM managed customers

📌 Cluster Head Affluent (Hyderabad)
🏢 Yes Bank
📍 Hyderabad