Affluent Business:Partner 42 views

More Information

  • Role/FunctionRB – Affluent Business:Partner
  • DepartmentAffluent Business
  • LocationS077:Mangalore,
  • Openings1
  • Experience7 to 12 (Years)
  • SkillsPrivate Banking
  • Posted On29-Jun-2020

Job Description

Burgundy Private is a private banking platform, that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for HNIs/ ultra HNIs clients.
About the Role

The role of a Senior 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
Key Responsibilities
·         Create and operationalise 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 & services as per client financial needs and risk profile.                                                                            

Optimal 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 of Financial markets

·         Knowledge of Banking & Investment products & services



·         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)

Incorporated in 1994, Axis Bank is one of India’s most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.

The Bank has a young & engaged workforce of over 70,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.


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