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Hiring companyAXIS BANK LTD.
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Senior Partner, Affluent Business
Kolkata, India Full-time On-site
About the role
Burgundy Private, AXIS BANK's private banking platform for ultra‑high‑net‑worth clients, delivers personalized wealth management, estate planning and investment advisory. As a Senior Partner in the Affluent Business unit, you will manage UHNI client relationships, create acquisition plans, and provide tailored banking and wealth solutions. Based in Kolkata, on‑site work model, with a focus on high‑value client acquisition and product recommendation.
What you’ll do
- Create and execute plans to acquire new high‑value customers
- Leverage networks and partnerships for lead generation
- Interact with internal referral sources to identify prospects
- Assess and fulfill banking, financial and wealth management needs of clients
- Provide product and service recommendations based on client risk profile
- Collaborate with product and research teams on new offerings
What you’ll bring
- 13-15 years experience
- CA or CFA certification
- Business Management or related postgraduate degree
- AMFI certification
- IRDA certification
Education
CA/CFA/Business Management or other relevant Post Graduate degree