Jitender Kumar
Yes First Manager - Affluent Banker and Retail Wealth || Ex. Motilal Oswal || Ex. Aditya Birla Sun Life || Ex. PNB MetLife || Ex. ICICI Prudential Life
- Role
- Yes First Manager - Affluent Banker and Retail Wealth at YES BANK
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Jitender Kumar
I am a Wealth Management Professional with 6+ years of experience across Retail Banking, Insurance Advisory, and Structured Financial Solutions.Currently serving as a YES FIRST Affluent Banker at YES BANK, I manage and advise affluent retail clients, focusing on portfolio structuring, asset allocation, and long-term wealth preservation strategies.My role goes beyond transactional banking - I work closely with clients to understand their financial aspirations, risk appetite, and liquidity needs, and align them with customised investment and protection solutions. Core Expertise• Wealth Advisory & Goal-Based Financial Planning• Portfolio Structuring & Asset Allocation• Mutual Funds, Fixed Income & Structured Products• Insurance & Risk Management• CASA Growth & Relationship Deepening• Lending & Liability Optimization Value I Deliver• Structured portfolio reviews & disciplined rebalancing• Strategic cross-sell with advisory-first approach• Strong relationship management within the affluent segment• Revenue growth through trust-based client engagement• Seamless coordination with internal product & credit teamsFor me, banking is not about selling products it is about managing wealth with responsibility, precision, and foresight.Connect me on : J••••••••@gmail.com
Experience
Yes First Manager - Affluent Banker and Retail Wealth
Dec 2025 — Present · Delhi, IN
Affluent Banking & Retail Wealth professional at YES BANK, currently managing YES FIRST relationships with a strong focus on portfolio structuring, wealth preservation, and goal-based financial planning.With a background in life insurance and financial advisory, I bring a consultative approach to client relationships - understanding financial objectives first, and then aligning banking, investment, and protection solutions accordingly.My core expertise includes:• Portfolio restructuring & asset allocation• Mutual Funds, Fixed Income & Structured products• Insurance & Risk planning• Relationship deepening & CASA growth• Cross-functional coordination for seamless client servicingI believe wealth management is not about selling products — it’s about building long-term trust and financial clarity.
Education
Delhi University
B.Com, Busienss and Finance
2014 — 2018
Birla Institute of Management Technology (BIMTECH)
Post Graduate Diploma in Managment, Banking, Financial Services and Insurance
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