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Hiring companyAXIS BANK LTD.
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Managing Partner, Affluent Business - Burgundy Private
Bangalore, Karnataka, India Full-time On-site
About the role
Affluent Business - Burgundy Private at Axis Bank focuses on personalized wealth management for ultra‑high‑net‑worth clients. The Managing Partner leads UHNI relationship management, delivering advisory on investments, estate planning, real estate and tax, while guiding a team of 5‑7 senior partners. Drives acquisition of new high‑value customers, collaborates with product and research teams, and mentors staff. Bangalore office, on‑site work model.
What you’ll do
- Create and operationalize plan for acquiring new high‑value customers
- Leverage networks and referrals to source prospective UHNI clients
- Engage internal referral sources to identify opportunities
- Assess and fulfill banking, financial and wealth management needs of clients
- Provide product and research input for new offerings
- Recommend products and services aligned with client risk profiles
What you’ll bring
- CA
- CFA
- Post Graduate degree in Business Management
- AMFI certification
- IRDA certification
Skills
Wealth ManagementClient RelationshipTeam LeadershipFinancial MarketsBanking ProductsRisk AssessmentMarketing Strategy
Education
Post Graduate