Affluent Banking:senior Partner

Year    Bangalore, Karnataka, India

Job Description


:About Affluent Banking\xc2\xb7 Affluent Banking caters to a segment of customers who are High Net Worth Individuals with a rangeof customizable offerings in wealth management, personal banking and business & lendingsolutions. It gives a highly personalized services with an expertise driven approach of an investmenthouse with the great stability and immaculate execution. Affluent Business offer a gamut of differentproduct offerings tailor-made to its customers with seamless touch-pointAbout the RoleThe Partner manages the UHNI relationships of Bank\xe2\x80\x99s customers, their family and business entities andprovide wealth management advisory and solutions based on clients\xe2\x80\x99 needs and risk profileKey Responsibilities\xc2\xb7 Create and execute the plan for acquiring new-to-bank high value customer relationships.\xc2\xb7 Leverage networks, partnership and sources of leads and referrals to access prospective clients.\xc2\xb7 Interact with internal referral sources to identify prospects and referral opportunities\xc2\xb7 Explore, review and fulfil the banking, financial and wealth management needs of the mappedcustomers\xc2\xb7 Provide inputs to the product and research team for any new products that the customer requires\xc2\xb7 Recommend products & services as per client financial needs and risk profileQualificationsOptimal qualification for success on the job is: \xc2\xb7 CA / CFA / Business Management or other relevant Post Graduate degree \xc2\xb7 AMFI and IRDA certificationRole Proficiencies:\xc2\xb7 Knowledge of banking products and services\xc2\xb7 Ability to manage complex client situations\xc2\xb7 Good communication (both verbal and written) skill in both English and the local language\xc2\xb7 Ability to handle pressure and meet deadlines\xc2\xb7 Good networking and relationship building skills#ComeAsYouAre \'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply.About Company:Axis Bank is the third largest private sector bank in India. The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. The Bank has a large footprint of 4,594 domestic branches (including extension counters) with 11,333 ATMs & 5,710 cash recyclers spread across the country as on 31st March, 2021. The Bank has 6 Virtual Centres and has over 1500 Virtual Relationship Managers as on 31st March 2021.The Overseas operations of the Bank are spread over eight international offices with branches at Singapore, Dubai (at DIFC) and Gift City-IBU; representative offices at Dhaka, Dubai, Abu Dhabi, Sharjah and an Overseas subsidiary at London, UK. The international offices focus on Corporate Lending, Trade Finance, Syndication, Investment Banking and Liability Businesses

Axis Bank

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Job Detail

  • Job Id
    JD3446074
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bangalore, Karnataka, India
  • Education
    Not mentioned
  • Experience
    Year