Senior Partner

4 days ago


Mumbai, Maharashtra, India Axis Bank Full time

The Senior Partner is responsible for managing the relationships of high net worth individuals and their family and business entities with Axis Bank. The role involves providing wealth management advisory and solutions based on clients' needs and risk profile.

Key Responsibilities:

  • Create and execute a plan for acquiring new high value customer relationships.
  • Leverage networks, partnerships, and sources of leads and referrals to access prospective clients.
  • Interact with internal referral sources to identify prospects and referral opportunities.
  • Explore, review, and fulfill the banking, financial, and wealth management needs of mapped customers.
  • Provide inputs to the product and research team for new products required by customers.
  • Recommend products and services based on client financial needs and risk profile.

Qualifications:

Optimal qualifications for success in this role include:

  • CA/CFA/Business Management or other relevant postgraduate 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 skills in both English and the local language.
  • Ability to handle pressure and meet deadlines.
  • Good networking and relationship building skills.

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