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Senior Partner, Affluent Business
About the role
Affluent Business unit at Axis Bank focuses on delivering personalized wealth management solutions to ultra‑high‑net‑worth clients. The Senior Partner leads UHNI relationship management, crafting tailored advisory and product strategies while coordinating with internal referral sources and product teams. Bangalore office, on‑site role, with opportunities to shape high‑value client acquisition and service delivery.
What you’ll do
- Create and execute plans to acquire new high‑value customers
- Leverage networks and referrals to source prospective UHNI clients
- Identify and fulfill banking, financial, and wealth‑management needs of clients
- Provide product and research input for new offerings
- Recommend solutions aligned with client risk profiles
What you’ll bring
- CA
- CFA
- Business Management or related Post‑Graduate degree
- AMFI certification
- IRDA certification
Skills
Education
Post‑Graduate