Private Banker

Axis Bank


Date: 2 weeks ago
City: Belgaum, Karnataka
Contract type: Full time

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 clients


About the Role:

The 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 profile


Key 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 & 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'

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