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Year Navi Mumbai, Maharashtra, India
Job Description
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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 personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank\xe2\x80\x99s customers, their family and business entities and provide wealth management advisory and solutions based on clients\xe2\x80\x99 needs and risk profile Key Responsibilities
- Create and execute the plan for acquiring new-to-bank high value customer relationships.
- Leverage networks, partnership and sources of leads and referrals to access prospective clients.
- Interact with internal referral sources to identify prospects and referral opportunities
- Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers
- Provide inputs to the product and research team for any new products that the customer requires
- Recommend products & services as per client financial needs and risk profile
- CA / CFA / Business Management or other relevant Post Graduate degree
- AMFI and IRDA certification
- 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
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Job Detail
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Job IdJD3306193
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationNavi Mumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear