Rb - Affluent Business:burgundy Private Service Partner

6 days ago

Jaipur Rajasthan, India Axis Bank Full time

**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 role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clients

**Key Responsibilities**
- Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients
- Handle clients query related to RM’s portfolio in a positive, timely and appropriate manner. The aim is to resolve customer’s query at the first point of contact and minimize referrals to the RM for routine transaction
- Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues
- Responsible for improving the credit card and debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCs
- Comply with local regulations in all aspects of strategy sales process, client correspondence, financial promotion, administration, and complaint handling Zero discrepancy in documentation for new accounts.
- Ensure mobile registration with minimum 4 PPCs on ETB accounts and ensuring every migrated Accounts has a burgundy debit card.
- Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times

**Qualifications**:
Optimal qualification for success on the job is:

- Graduation/ Post-Graduation from a recognized institute

**Role Proficiencies**:

- 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

  • Affluent Relationship Manager

    3 weeks ago

    Lucknow, Jaipur, India Avani Consulting Full time

    Job DescriptionThis role is for an Affluent Relationship Manager specializing in Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). The ideal candidate will have extensive experience in the BFSI sector, focusing on upselling investment products to Retail/HNI clients, generating new leads, and providing...

  • Service Desk Executive

    3 days ago

    Jaipur, India ZNet Technologies Private Limited Full time

    We are looking for a customer focused and service-minded individual to join our Customer Support team. The primary responsibility of this role is to provide technical assistance to our Customers and Partners to resolve issues pertaining to web hosting and cloud services. The Customer Relationship Executive will address incidents within predetermined service...

  • Service Desk

    6 days ago

    Jaipur, India ZNet Technologies Private Limited Full time

    We are looking for a customer focused and service-minded individual to join our Customer Support team. The primary responsibility of this role is to provide technical assistance to our Customers and Partners to resolve issues pertaining to web hosting and cloud services. The Customer Relationship Executive will address incidents within predetermined service...

  • High Net Worth Client Advisor

    7 days ago

    Jaipur, Lucknow, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    Affluent Relationship Manager JobThis role is for a skilled Affluent Relationship Manager who specializes in Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). The ideal candidate will have extensive experience in the BFSI sector, focusing on upselling investment products to Retail/HNI clients, generating new...

  • High Salary: Presales Internship In Jaipur At Dreamsoft4u Private Limited

    18 hours ago

    Jaipur, Rajasthan, India DreamSoft4u Private Limited Full time

    About the internshipSelected intern s day-to-day responsibilities include 1 Assist the presales team in creating compelling proposals presentations and demos to showcase our products and services 2 Research and understand the customer s needs industry trends and competitors to tailor solutions 3 Collaborate with sales teams to understand client...

  • Accounting & Tally Internship In Jaipur At S.k. Pneumatics Private Limited

    3 weeks ago

    Jaipur, Rajasthan, India S.K. Pneumatics Private Limited Full time

    About the internshipJoin our team at as an Accounting Marketing Aps Tally intern and gain hands-on experience in the field of finance As an intern you will have the opportunity to work closely with our accounting team and learn the ins and outs of using Tally software for financial management Key Responsibilities 1 Assist in preparing and maintaining...

  • Tele Caller Executive

    4 days ago

    Jaipur, Rajasthan, India Blueink Partner Full time

    We are interested in hiring a dedicated and hardworking individual as a Telecaller or counsellor to join our **Sales Department**. Your main goal is to boost our sales by reaching out to the existing customers as well as potential customers. As a Telecaller or counsellor, you are responsible for handling sales over the phone entirely. You are also...

  • Innovative Education Partners Wanted

    2 days ago

    Jaipur, Rajasthan, India beBeeEmpowerment Full time ₹ 15,00,000 - ₹ 20,00,000

    We are on a mission to introduce coding and robotics education globally.To achieve this vision, we need collaborative partners who share our passion for empowering young learners with 21st-century skills.Our ideal partner will be able to leverage their network to expand our reach within private and national schools, explore business-to-business-to-consumer...

  • Female Assistant To Cmd Internship In Jaipur At S.k. Pneumatics Private Limited

    4 weeks ago

    Jaipur, Rajasthan, India S.K. Pneumatics Private Limited Full time

    About the internshipSelected intern s day-to-day responsibilities include 1 Handling email correspondence 2 Managing tally for purchase and sales entries 3 Maintaining Excel sheets for payments and duesSkill s requiredEffective Communication MS-Excel TallyEarn certifications in these skillsWho can applyOnly those candidates can apply who 1 are available...

  • Inside Sales Executive

    1 day ago

    Rajasthan, India ZNet Technologies Private Limited Full time

    This is a remote position. You as an Inside Sales Executive will be required to generate marketing qualified leads and opportunities for a range of products in ZNet’s portfolio. You will need to execute and optimize outbound lead generation campaigns and get maximum ROI out of the campaigns. You will work closely with the Sales and Marketing teams to...