Axis Bank - Relationship Manager

Role: Relationship Manager, Axis Bank, Burgundy Private

Grade: AVP, VP

Location: Mumbai

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 Banks customers, their family and business entities and provide wealth management advisory and solutions based on clients' 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

Qualifications:

Optimal qualification for success on the job is:

- CA / CFA / Business Management or other relevant Post Graduate degree

- AMFI and IRDA certification

- AUM 100-150cr+

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'