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Hiring companyAXIS BANK LTD.
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Affluent Business Partner
Ahmedabad,Gujarat,India Full-time On-site
About the role
Affluent Business team at Axis Bank focuses on delivering personalized wealth management solutions to ultra-high net‑worth clients. The Partner drives relationship management for UHNI families and businesses, crafting advisory strategies and coordinating product offerings to meet complex financial needs. Based in Ahmedabad, on‑site role with extensive client networking and referral development responsibilities.
What you’ll do
- Create and execute acquisition plans for new high‑value customers
- Leverage networks and partnerships to generate leads and referrals
- Collaborate with internal referral sources to identify prospects
- Assess and fulfill banking, financial, and wealth management needs of clients
- Provide product and research team input for new offerings
- Recommend tailored products and services based on client risk profile
What you’ll bring
- CA or CFA or Business Management postgraduate degree
- AMFI certification
- IRDA certification
Skills
Banking product knowledgeComplex client situation managementEnglish and local language communicationPressure handling and deadline managementNetworking and relationship building
Education
Post Graduate