Job Description

:
About Affluent Business-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 HNIs/ ultra HNIs clients.
About the Role
The 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 also
manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually
manage 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.
Qualifications
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
Knowledge of Financial markets
Knowledge of Banking & Investment products & services
Abilities
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
About 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