Job DescriptionAbout 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 clientsAbout 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 profileKey Responsibilities- Create and execute the plan for acquiring recent-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 profileQualifications:Optimal qualification for success on the job is:- CA / CFA / Business Management or other relevant Post Graduate degree- AMFI and IRDA certificationRole 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:Partner (Nashik)
🏢 Axis Bank
📍 Nashik