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People · Advisors · Finance & Operations
Sapna Mehta Patel — Managing Partner · TriGen Wealth · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Being a part of Private Banking in YES Bank, Sapna is responsible to nurture and build relationships with the India's richest. She has 2 decades of experience in building a business franchise through strong interpersonal skills and eye for detail.
She has always been entrusted with Elite guest relationships across her career and with this she has had the privilege to interview Shri Jaggi Vasudev, better known as Sadhguru.
Sapna has worked with Institutions like Standard Chartered, IL&FS, YES Bank and Zee Group
With an experience across Banking, Start - Up and Media, Sapna brings a multiverse of experience covering Relationship Management, Leadership, Public Relations, Team work and Interpersonal Skills.
Experience
Private Banker
YES BANK · Mumbai
May 2022 – Apr 2025
Building a Sustainable Private Banking Franchise for the Bank
Education
- Narsee Monjee — Business/Commerce, General
Skills
Private BankingClient RelationsBanking
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