Strategic Business Partner
3 weeks ago
The Strategic Business Partner at Axis Bank is responsible for managing high-value client relationships, providing wealth management advisory, and solutions based on clients' needs and risk profiles.
Key Responsibilities:
- Create and execute plans for acquiring new-to-bank 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 any new products that the client requires.
- Recommend products and services based on client financial needs and risk profiles.
Qualifications:
The ideal candidate should possess:
- A CA, CFA, or Business Management degree or other relevant postgraduate qualification.
- AMFI and IRDA certification.
Role Proficiencies:
To excel in this role, the candidate should demonstrate:
- Knowledge of banking products and services.
- Ability to manage complex client situations.
- Good communication skills in English and the local language.
- Ability to handle pressure and meet deadlines.
- Strong networking and relationship-building skills.
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