AB
Hiring companyAXIS BANK LTD.
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Affluent Business Partner
New Delhi,India Full-time
About the role
Affluent Business Partner at AXIS BANK LTD, part of Burgundy Private, a private banking platform serving ultra‑high‑net‑worth clients. Leads UHNI relationship management, crafting wealth‑management advisory and solutions aligned with client risk profiles. Drives new‑to‑bank acquisition, leverages networks for referrals, and collaborates with product and research teams to tailor offerings. New Delhi, on‑site.
What you’ll do
- Create and execute plans to acquire 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 products and services based on client risk profile
What you’ll bring
- CA or CFA or Business Management Post‑Graduate degree
- AMFI certification
- IRDA certification
Education
Post‑Graduate