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Hiring companyAXIS BANK LTD.
Verified today
Affluent Business Senior Partner
Gurugram,India Full-time On-site
About the role
Burgundy Private, the private banking platform of AXIS BANK, serves ultra‑high‑net‑worth clients with tailored wealth management solutions. The Senior Partner leads UHNI relationship management, acquiring new high‑value customers, advising on banking, investment, estate and tax matters, and feeding product ideas to the research team. Based in Gurugram, this role operates on‑site at the bank’s office.
What you’ll do
- Create and execute acquisition plans for new high‑value clients
- Leverage networks and referrals to source prospective UHNI customers
- Assess and fulfill banking, financial and wealth management needs of clients
- Provide product recommendations aligned with client risk profiles
- Collaborate with internal referral sources to identify opportunities
What you’ll bring
- CA
- CFA
- Business Management or related Post Graduate degree
- AMFI certification
- IRDA certification
Skills
Wealth ManagementClient AcquisitionBanking ProductsRisk AssessmentRelationship Building
Education
Post Graduate