Job Description
Role 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 clients
About the Role:
The role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clients
Key Responsibilities
- Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients
- Handle clients query related to RM’s portfolio in a positive, timely and appropriate manner. The aim is to resolve customer’s query at the first point of contact and minimize referrals to the RM for routine transaction
- Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues
- Responsible for improving the credit card and debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCs
- Comply with local regulations in all aspects of strategy sales process, client correspondence, financial promotion, administration, and complaint handling Zero discrepancy in documentation for new accounts.
- Ensure mobile registration with minimum 4 PPCs on ETB accounts and ensuring every migrated Accounts has a burgundy debit card.
- Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times
Qualifications:
Optimal qualification for success on the job is:
- Graduation/ Post-Graduation from a recognized institute
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 Description
Frequently Asked Questions
What are the eligibility criteria for the Branch:Branch Operations Head job at Axis Bank?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 7 - 9 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Branch:Branch Operations Head at Axis Bank?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Branch:Branch Operations Head at Axis Bank.
Is prior experience required for this position?
This role requires around 7 - 9 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Branch:Branch Operations Head role at Axis Bank?
You can apply directly using the Apply Now button on this page, which will take you to Axis Bank's application process for this role.
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