Senior Partner
Axis Bank
New Delhi, National Capital Territory of Delhi, Indien
19h ago
source : JobLeads
  • Role / Function RB - Affluent Business : Senior Partner
  • Department Affluent Business
  • Openings 1
  • Experience 10 to 15 (Years)
  • Posted On 16-Jul-2020
  • About

    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.
  • Qualifications

    Optimal qualification for success on the job is :

  • CA / CFA / Business Management or other relevant Post Graduate degree
  • For successful execution of the job, a candidate should possess the following :


  • 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)
  • About Axis

    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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