RB - Affluent Business:Wealth Management Strategy at Axis Bank

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 personalised 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"

Skills

Refer to the Job Description

Frequently Asked Questions

What are the eligibility criteria for the RB - Affluent Business:Wealth Management Strategy job at Axis Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 8 - 12 Years years of relevant experience expected for this role.

What are the primary responsibilities of a RB - Affluent Business:Wealth Management Strategy at Axis Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a RB - Affluent Business:Wealth Management Strategy at Axis Bank.

Is prior experience required for this position?

This role requires around 8 - 12 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 RB - Affluent Business:Wealth Management Strategy 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.

RB - Affluent Business:Wealth Management Strategy

Axis Bank — Mumbai, MUMBAI