Strategic Business Partner

3 weeks ago


Kanpur, Uttar Pradesh, India Axis Bank Full time

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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