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 recent 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 current 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
Positive 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:burgundy Private Service Partner Mumbai
🏢 Axis Bank
📍 Mumbai