RB - Affluent Business:Partner
5 days ago
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 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's 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 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
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RB - Affluent Business:Investment specialist
16 hours ago
Hyderabad, India Axis Bank Full timeJob Description RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:RIC Is a Team leaderNTeam Size:-NA Grade:SM/AVP/VP Business:Retail BankingDepartment: Affluent BusinessSub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range...
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RB - Affluent Business:Insurance Specialist
6 days ago
Pune, India Axis Bank Full timeJob Description RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No. of Vacancies:1Reports to:Regional Insurance Specialist Is a Team leaderNoTeam Size:1 Grade:AVP / VP Business:Affluent BankingDepartment: Burgundy PrivateSub-Department: Location: About Affluent Banking Affluent Banking caters to a segment of customers who are High Net Worth...
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Bengaluru, India Axis Bank Full timeJob Description 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...
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▷ 15h Left: RB
2 weeks ago
Bengaluru, India Axis Bank Full timeJob Description 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 & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability...
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Chennai, India Axis Bank Full timeJob Description 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 a highly personalized services with an expertise driven approach of an investment house with the great...
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▷ Apply Now: RB
3 days ago
Mumbai, India Axis Bank Full timeJob Description About Affluent Business-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 HNIs/ ultra HNIs clients....
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RB-LS:Service RM
3 weeks ago
Bengaluru, India Axis Bank Full timeJob Description RB-LS:Service RM INTERNAL USAGE: No. of Vacancies: Manager: Regional Head-Sky Service Is a Team leader N Team Size: Grade: Deputy Manager/ Manager/ Sr. Manager Business: Retail Banking Department: Liability Sales Sub-Department: Service Location: - About Liability Sales The Liability Sales department focuses on the liability acquisition,...
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RB - Affluent Business:Senior Partner
2 weeks ago
Pune, India Axis Bank Full timeJob 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 clients About the...
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Bengaluru, India Axis Bank Full timeJob 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 clients About the...
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Bhopal, India Axis Bank Full timeJob Description About Branch Banking: With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core...
