Job Description

:About Burgundy Private:Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clientsAbout the Role:The role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clientsKey Responsibilities

• Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients
• Handle clients query related to RM\xe2\x80\x99s portfolio in a positive, timely and appropriate manner. The aim is to resolve customer\xe2\x80\x99s query at the first point of contact and minimize referrals to the RM for routine transaction
• Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues
• Responsible for improving the credit card and debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCs
• Comply with local regulations in all aspects of strategy sales process, client correspondence, financial promotion, administration, and complaint handling Zero discrepancy in documentation for new accounts.
• Ensure mobile registration with minimum 4 PPCs on ETB accounts and ensuring every migrated Accounts has a burgundy debit card.
• Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times

Qualifications:Optimal qualification for success on the job is:

• Graduation/ Post-Graduation from a recognized institute

Role Proficiencies:For successful execution of the job, the candidate should possess the following:

• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills

#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"Skills:Refer to the 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