RB - Affluent Business:Senior Partner
2 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 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 Role: The Senior 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 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: 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:NRI Digital Acquisition
2 weeks ago
Mumbai, India Axis Bank Full timeJob 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 Business:Investment specialist
3 weeks ago
Bengaluru, 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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Mumbai, India Axis Bank Full timeJob 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...
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Urgent Search! RB
2 weeks ago
Mumbai, India Axis Bank Full timeJob 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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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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(Only 24h Left) RB
2 weeks ago
Mumbai, India Axis Bank Full timeJob 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...
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Mumbai, India Axis Bank Full timeJob Description Job Title RB - Affluent Business:NRI Product Maintenance and Learning Initiatives 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 product proposition for NRI savings account, competition benchmarking, revenue...
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RB - Affluent Business:NRI - Product specialist
3 weeks ago
Mumbai, India Axis Bank Full timeJob Description Job Title NRI - Product Specialist Grade Senior Manager (SM) Department RB-Affluent Business - NRI No. of Positions 1 Location CO - Mumbai Reporting Authority Job Name AVP Job Description This role is responsible for assisting the activity of defining the process changes/new process initiatives/process improvement activities on various...
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Mumbai, India Axis Bank Full timeJob Description Job Title RB - Affluent Business:NRI Customer Experience Manager Grade Senior Manager (SM) Department RB-Affluent Business - NRI No. of Positions 1 Location CO - Mumbai Reporting Authority Job Name Assistant Vice President (AVP) Job Description This role is responsible for assisting the activity of defining the process changes/new process...
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Mumbai, India Axis Bank Full timeJob Description RB - Affluent Business:Portfolio Activation Manager, CASA INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader N Team Size: Grade: Manager / Senior Manager Business: Retail Banking Department: Affluent Business Sub-Department: Investment Research Location: Mumbai About Affluent Business Affluent Business caters to a segment of...
