Job Description:About Affluent Business-Burgundy PrivateBurgundy Private is a private banking platform that caters to the high and ultra-high net-worth customersegments. The proposition offers personalized wealth management advisory and solutions research basedinvestment advisory, estate planning, real estate and tax advisory for HNIs/ ultra HNIs clients.About the RoleThe role of Managing Partner would manage the UHNI relationships of Bank’s customers, their family and business entities.Provide wealth management advisory and solutions based on clients’ needs and risk profile. The role would alsomanage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individuallymanage UHNI client relationships.Key Responsibilities· Create and operationalize the plan for acquiring new-to-bank high value customer relationships for self and team· 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 and team· Provide inputs to the product and research team for any new products that the customer requires· Recommend products & services as per client financial needs and risk profile.QualificationsOptimal qualification for success on the job is:· CA / CFA / Business Management or other relevant Post Graduate degree· AMFI & IRDA certification.Role Proficiencies:For successful execution of the job, a candidate should possess the following:Knowledge· Knowledge of Financial markets· Knowledge of Banking & Investment products & servicesAbilities· Ability to work effectively across functions and demonstrated ability to coach and mentor others· Ability to prioritize and make decisions in a fast-paced environment· Ability to work as a part of team and contribute towards team goals· Ability to manage multiple tasks/projects and deadlines simultaneously· Ability to conceptualize and implement competent marketing strategies with a view to penetrate new accounts)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
