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Rb - Affluent Business:managing Partner

3 months ago

Delhi, Delhi, India Axis Bank Full time

About Affluent Business:


Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions.

It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution.

Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-points.

About the Role:

The role of Managing Partner would manage the UHNI relationships of Bank's customers, their family and business entities. Provide wealth management advisory and solutions based on client's needs and risk profile.

The role would also manage, provide guidance and leadership to a team of 5-7 Partner and Senior Partner who would individually manage UHNI client relationships.


Key Responsibilities:

  • Create and operationalise the plan for acquiring newtobank high value customer relationships for self and team
  • 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 and team
  • Provide inputs to the product and research team for any new products that the customer requires
  • Recommend products and 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

Role Proficiencies:

Knowledge

  • Knowledge of Financial markets
  • Knowledge of Banking and Investment products and services

Abilities

  • Ability to work effectively across functions and demonstrated ability to coach and mentor others
  • Ability to prioritize and make decisions in a fastpaced environment
  • Ability to work as a part of team and contribute towards team goals
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Ability to conceptualize and implement competent marketing strategies with a view to penetrate new accounts)