RB - Affluent Business:Senior Partner

Axis Bank

  • Mumbai, Maharashtra
  • Permanent
  • Full-time
  • 29 days ago
Job Description:About Burgundy Private:Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clientsAbout the Role:The Senior Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profileKey Responsibilities
  • Create and execute the plan for acquiring new-to-bank high value customer relationships.
  • Leverage networks, partnership and sources of leads and referrals to access prospective clients.
  • Interact with internal referral sources to identify prospects and referral opportunities
  • Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers
  • Provide inputs to the product and research team for any new products that the customer requires
  • Recommend products and services as per client financial needs and risk profile
Qualifications:Optimal qualification for success on the job is:
  • CA / CFA / Business Management or other relevant Post Graduate degree
  • AMFI and IRDA certification
Role Proficiencies:For successful execution of the job, the candidate should possess the following:
  • Knowledge of banking products and services
  • Ability to manage complex client situations
  • Good communication (both verbal and written) skill in both English and the local language
  • Ability to handle pressure and meet deadlines
  • Good networking and relationship building skills
#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"Skills:Refer to the Job DescriptionAbout Company:Axis Bank is the third largest private sector bank in India. The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. The Bank has a large footprint of 4,594 domestic branches (including extension counters) with 11,333 ATMs & 5,710 cash recyclers spread across the country as on 31st March, 2021. The Bank has 6 Virtual Centres and has over 1500 Virtual Relationship Managers as on 31st March 2021.The Overseas operations of the Bank are spread over eight international offices with branches at Singapore, Dubai (at DIFC) and Gift City-IBU; representative offices at Dhaka, Dubai, Abu Dhabi, Sharjah and an Overseas subsidiary at London, UK. The international offices focus on Corporate Lending, Trade Finance, Syndication, Investment Banking and Liability Businesses

Axis Bank