RB - Affluent Business:Partner

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 personalised 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 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 & 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