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Job 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 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
This role is a strategic leadership position within Burgundy Private, responsible for driving client acquisition, insurance initiatives, and key strategic projects. The role consolidates responsibilities from client acquisition, investment advisory, and insurance domains to deliver comprehensive wealth management solutions to high-net-worth clients.It involves identifying and onboarding new clients through internal channels (Branch Banking, Wholesale Banking, Axis Capital) and external networks, driving insurance penetration, and leading key initiatives for Burgundy Private. The role requires showcasing private banking capabilities, closing strategic opportunities, and managing a team of specialists to deliver investment and insurance solutions.

Key Responsibilities
-- Lead client acquisition efforts through internal channels (Branch Banking, Wholesale Banking, Axis Capital) and external networks (EO, YPO, TIE).
-- Showcase the capabilities of the private banking platform to prospective clients.
-- Identify and close opportunities in the Private Equity and Venture Capital ecosystem, including M&A, public issues, and equity dilution.
-- Drive insurance penetration and manage strategic insurance initiatives.
-- Lead a team of investment specialists to deliver wealth management revenue targets.
-- Grow assets under management (AUM) and client wallet share.
-- Ensure compliance with regulatory requirements and internal policies.
-- Collaborate with AMCs, research teams, and relationship managers to enhance product offerings.
-- Monitor industry trends and implement best practices in client advisory and investment strategy.
-- Drive synergy across teams and regions to maximize client value.

Qualifications
Optimal qualification for success on the job is:
.- MBA/CA/CFA/CFP preferred.
.- 10+ years of experience in financial markets, wealth management, or insurance.
.- Strong understanding of investment products, insurance solutions, and asset allocation.
.- Proven track record in client acquisition and relationship management.
.- Excellent communication, leadership, and analytical skills.

Role Proficiencies:
For successful execution of the job, a candidate should possess the following:
.Number and quality of partnerships created.
.Opportunities identified and closures effected.
.Revenue generated from wealth and insurance products.
.Growth in AUM and client wallet share.
.Compliance and risk management adherence.
.Demonstrated collaboration across teams and regions.
.Knowledge on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers.
.Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc
.Understanding of quantitative asset allocation methodologies.
.Ability to develop view on risk associated with different product investments.
.Capability to satisfactorily engage with the client to analyze risk appetite and investment goals.
.Ability to work with experienced team.
.Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.