About the job
This Program Manager role in Private Banking is based in Mumbai, Maharashtra, and centers on enhancing the value proposition for Ultra High Net Worth Individuals (U-HNI). The position involves leading key initiatives and strengthening client offerings within a major financial institution.
Role Overview
- Drive improvements to the Private Banking client experience, supporting client acquisition, retention, and portfolio growth.
- Manage the YES PRIVATE Program, including strategic partnerships, concierge services, and vendor relationships.
- Develop and execute marketing campaigns, curate lifestyle event calendars, and establish comprehensive marketing and communications strategies.
Core Responsibilities
- Oversee program initiatives and maintain competitive benchmarking trackers.
- Design marketing materials such as brochures, pitchbooks, and handbooks.
- Monitor Customer Value Proposition (CVP) enablers and event monetization from planning through execution, ensuring alignment with industry standards.
- Prepare training content for frontline staff and presentations for senior management.
- Handle vendor payment processing and maintain accurate records.
Collaboration and Teamwork
- Work closely with teams across marketing, legal, compliance, wealth management, cards, and liability products to deliver on strategic projects.
- Deliver training to frontline staff on program initiatives and updates.
Risk and Compliance
- Model exemplary conduct in line with the group’s code of conduct.
- Maintain strong governance practices and proactively communicate potential risks to senior management and stakeholders.
- Understand and manage regulatory and legal frameworks related to banking and investment products.
- Identify and address risks associated with program products and processes, ensuring compliance with all internal and external policies.
Requirements
- Minimum 6 years of relevant experience.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Strong execution skills and ability to work effectively in teams.
- Understanding of U-HNI consumer behavior.
- High sense of ownership, accountability, and integrity.
- Excellent communication and interpersonal skills.
- Commercial awareness and sound business judgment.
- Discipline and adherence to high professional standards.

