RB - Affluent Business:Partner

Job description

Job Description - -------------- **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*