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Hiring companyAXIS BANK LTD.
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Affluent Business Managing Partner, Burgundy Private
Mumbai,India Full-time
About the role
Affluent Business - Burgundy Private at AXIS BANK focuses on delivering personalized wealth management and advisory services to ultra‑high‑net‑worth clients. The Managing Partner leads a team of 5‑7 partners to cultivate and manage UHNI relationships, driving acquisition of high‑value customers and tailoring banking, investment, and estate planning solutions. Based in Mumbai with an on‑site work model, the role includes strategic product input and mentorship responsibilities.
What you’ll do
- Create and operationalize acquisition plans for high‑value clients
- Leverage networks and referrals to source prospective UHNI customers
- Collaborate with internal referral sources to identify opportunities
- 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 risk profile
What you’ll bring
- CA
- CFA
- Business Management Post Graduate degree
- AMFI certification
- IRDA certification
Nice to have
15-20 years experience in wealth management
Skills
Wealth ManagementUHNI RelationshipsFinancial AdvisoryTeam LeadershipMarket Strategy