Affluent Business Partner

About the role

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" Refer to the Job Description

What you’ll do

• Create and execute plans to acquire new high‑value customers
• Leverage networks, partnerships and referrals to source prospective clients
• Interact with internal referral sources to identify prospects
• Explore, review and fulfil banking, financial and wealth management needs of clients
• Provide inputs for new product development
• Recommend products and services aligned with client risk profile

What you’ll bring

• CA
• CFA
• Business Management
• Post Graduate degree
• AMFI certification
• IRDA certification

Nice to have

• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication in English and local language
• Ability to handle pressure and meet deadlines
• Strong networking and relationship building skills

Skills

Education

Post Graduate