Area Business Head Wealth

Role & responsibilities

- The role holder is responsible for guiding and influencing the Affluent RM's and BRH's in the region for deepening existing client relationships and acquiring new to bank affluent customers.

Preferred candidate profile

Liability Book Growth through portfolio management & new acquisition New affluent customer acquisition.

- Fee Income Generation.

- Increase Product penetration in portfolio.

- Portfolio coverage & customer activation. Ensure 100% adherence to internal and external regulatory guidelines.

- Control RM attrition

Policies, Processes & Procedures Compliance:

- Ensuring that all client interactions and practices comply with banking regulations and internal policies.

- Ensure 100% compliance with the YBL Code of Conduct Completes requirements for Investments AMFI, IRDA and YBL COC for RMs along with HCM and Compliance.

- Over manage top 100 affluent customers of the region Provides expertise on Relationship Management that includes acquisition, retention and enhancements of high value customer portfolios with the help of BD activities in region.

Perks and benefits