Rb - Affluent Business:partner

6 days ago


Mumbai Maharashtra, India Axis Bank Full time

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 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



  • Mumbai, Maharashtra, India Axis Bank Full time

    **RB - Affluent Business:Channel Sales (India)** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: **Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Manager**Business**: **Department**:**Sub**Department**: **Location**: **About Affluent Business** - **Affluent Business caters to a segment of customers who are High Net...


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    Job Description RB - Affluent Business:NRI Product, Process & Digital Channels INTERNAL USAGE: No. of Vacancies: 1 Reports to: RB-Affluent Business: Head Product, Process & Digital Initiatives Is a Team leader N Team Size: Grade: Manager / Senior Manager Business: Retail Banking Department: International Retail Department Sub-Department: NA Location: CO...


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    RB - Affluent BusinessNRI - RB - Channel Sales India Support INTERNAL USAGE No of Vacancies 1 Reports to Is a Team leader No Team Size 1 Grade Deputy Manager Manager Business Department Affluent Business Sub-Department Location About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of...


  • Mumbai, India Axis Bank Full time

    Job Description RB - Affluent BusinessNRI - RB - Channel Sales (India) Support INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader No Team Size: 1 Grade: Deputy Manager, Manager Business: Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth...


  • Mumbai, Maharashtra, India Axis Bank Full time

    RB - Affluent BusinessNRI - RB - Knowledge Support PIS INTERNAL USAGE No of Vacancies 1 Reports to Is a Team leader No Team Size 1 Grade Deputy Manager Manager Business Department Affluent Business Sub-Department Location About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable...


  • Mumbai, Maharashtra, India Axis Bank Full time

    **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...

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    6 days ago


    Mumbai, India Axis Bank Full time

    Job Description RB - Affluent BusinessNRI - RB - Knowledge Support & PIS INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader No Team Size: 1 Grade: Deputy Manager, Manager Business: Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals...

  • Urgent Search! RB

    6 days ago


    Mumbai, India Axis Bank Full time

    Job Description Job Title RB - Affluent Business:NRI Customer Experience Lead Grade Department RB-Affluent Business - NRI No. of Positions 1 Location CO - Mumbai Reporting Authority Job Name Vice President Job Description This role is responsible for developing onboarding & servicing process journey by defining the process on various systems used for NRI...

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    6 days ago


    Mumbai, Maharashtra, India Axis Bank Full time

    RB - Affluent Business NRI Product Process Digital Channels INTERNAL USAGE No of Vacancies 1 Reports to RB-Affluent Business Head Product Process Digital Initiatives Is a Team leader N Team Size Grade Manager Senior Manager Business Retail Banking Department International Retail Department Sub-Department NA Location CO About Affluent Business caters to a...


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    Job Title RB - Affluent Business NRI Campaign Manager Grade Department Affluent Business No of Positions 1 Location Corporate Office Reporting Authority Job Name Head - NRI Portfolio Activation No of Direct Reports 1 Team Size 1 Candidate s key responsibilities would be managing the overall campaign calendar for NRI Business execution and delivery of...