Active listing
Senior Partner, Affluent Business
About the role
Affluent Business at Axis Bank focuses on private banking for ultra‑high‑net‑worth clients, delivering tailored wealth management, estate planning and investment advisory. The Senior Partner cultivates and manages UHNI relationships, drives new‑client acquisition, and advises on banking and wealth solutions aligned with client risk profiles. Bangalore office, on‑site work model, relocation assistance available.
What you’ll do
- Create and execute plans to acquire high‑value new‑to‑bank customers
- Leverage networks, partnerships and referrals to source prospective clients
- Collaborate with 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 based on client risk profile
What you’ll bring
- CA or CFA certification
- Business Management or related Post Graduate degree
- AMFI certification
- IRDA certification
Skills
Education
Post Graduate degree