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 current-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

📌 RB - Affluent Business:Partner (India)
🏢 Axis Bank
📍 India