Dhwani Joshi

Senior Manager- Bank and Alliances

Role: Senior Manager-affluent Wealth at YES BANK
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Dhwani Joshi

I’m Dhwani Joshi, and I bring 7+ years of diverse experience across financial services…

Experience

Senior Manager-affluent Wealth
YES BANK
Sep 2024 — Present · Mumbai, IN
Managed a portfolio of 50cr high-net-worth clients in affluent wealth channel, providing tailored financial solutions and driving revenue growth.Maintained long term relationships with clients to cross sell and upsell Banking Products like PMS, AIF, Insurance,Tfx etcResponded to customer inquiries and resolved complaints to establish trust and increase satisfactionCollaborated with internal operations, product, and risk teams to enhance offerings based on client feedback and market trends

Education

St George High School
SSC
Mithibai College
Bsc
Institute of Management Technology, Ghaziabad
Master of Business Administration - MBA
Patkar Varde College
HSC

Contact information

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Work email
•••••@yes.bank.in
Personal email
•••••@•••••.com
Direct dial
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Current company

YES BANK

Banking · 41K employees · Santacruz East Mumbai, Maharashtra, India

YES BANK is a leading Indian private sector bank committed to transforming the financial landscape of India. With over 1200 branches nationwide and a dedicated team of YES BANKers, we strive to deliver exceptional banking solutions and empower individuals, businesses and communities to thrive. At YES BANK, we believe in the power of innovation and transparency. Operating in Retail, MSME and Corporate banking sectors, we are a full service bank and offer an extensive range of financial services. We leverage cutting-edge technology & industry insights to meet the evolving needs of our diverse clientele. One in three UPI transactions in the country are processed by YES BANK. Driven by our core values, we aim to build long lasting relationships with our customers and stakeholders. Our robust risk management framework ensures the safety and security of your finances, while our unwavering commitment to sustainability drives us to create a positive impact on society and the environment. We recognize the potential within each person and strive to unlock it through opportunities for growth, learning and innovation. Joining our ranks means joining a vibrant ecosystem of individuals who are passionate about making an impact and shaping the future of banking. Together, let’s create a future where your dreams can flourish and make a lasting impact. Note: YES BANK will NEVER ask you to reveal your User ID or Password. Therefore, never disclose your credentials (User ID, Password, OTP, PIN etc.) to anyone either through mail or over phone. If you receive any mail asking you to update or authenticate your User ID or Password, please DO NOT fall into the trap of putting in your Password or OTP or PIN.

yes.bank.in

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About Dhwani Joshi

Experience

Senior Manager-affluent Wealth

Education

St George High School

Mithibai College

Institute of Management Technology, Ghaziabad

Patkar Varde College

Find verified contacts for anyone on LinkedIn