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Priority Banking Relationship Manager
- Pins Job Official
- Sep 24
- 1 min read
Yes Bank (Mumbai)
Location: Mumbai
Type: Full-Time
Role Overview:Responsible for managing Priority Banking customers, providing personalised service, wealth advisory and cross-selling financial products.
Key Responsibilities:– Grow and manage Priority Banking portfolio of HNI customers.– Offer investment, insurance, credit, and digital banking solutions.– Achieve targets on AUM growth, revenue, and customer acquisition.– Conduct financial planning sessions, portfolio reviews.– Ensure strict KYC, AML compliance.– Liaise with product, operations and risk teams.– Organise client engagement activities/events for lead generation.
Skills & Qualifications:– Graduate/Postgraduate, 3-7 years’ RM experience.– Knowledge of retail/wealth banking products.– Excellent interpersonal & communication skills.
What We Offer:– Salary + incentives.– Training & fast-track career growth.
