Dear Candidate

Greetings from Vrinda Global!!

We are a leading US based executive search firm globally and have
been retained exclusively forhiring top professionals for one of our prominent
client Prominent Bank for location
.

Please find below the job details:

:
position

PMTL

Grade

AVP

Business Unit Branch Banking

Sub Unit

Yes First and Yes Prosperity

Reporting to

Branch Business Leader

Reviewer

Regional Relationship Leader

Responsibiliti
es

1. RMTL role 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.
2. Will be responsible for ensuring that the team Goalsheet targets
are met across all bank products. including New to Bank
customer acquisitions, Liabilities, Investments, Insurance, Trade
Forex and Assets.
3. 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.
4. Should be able to rigorously monitor cross sell on the portfolio
as ell as sales process compliance across RMs..
5. 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
6. 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
7. Will need to drive all initiatives run by the central team and
ensure RMs work on the base to enhance customer engagement
and penetration
8. Should be able to collaborate and work with various teams in
the organization to ensure optimal support and service for RM
managed customers

Expected
Candidate
Profile

Education:
Post Graduate
Past Experience:
5 to 10 years of work experience in Banking
organizations in Senior Relationship Management or
Wealth Management roles
Should be well versed with all banking products and
operations. Should be a specialist in wealth
management and be able to independently source
investments and insurance business from high
networth customers
Should be self motivated and a team player
Should have strong communication and relationship
building skills
Previous experience of handling a team of Relationship
Manager will be an added advantage

on the basis of your confirmation only, we will share your

profile to the client for shortlisting.

Thanks & Regards

Divya
Mb-9034041271