RB - Affluent Business:Senior Partner Axis Bank

13.0 - 15.0 years

45 - 50 Lacs

Ranchi

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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 Senior 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 ...

Posted 3 months ago

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RB - Affluent Business:Managing Partner - Burgundy Private Axis Bank

15.0 - 20.0 years

50 - 60 Lacs

Bengaluru

Work from Office

About Affluent Business-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 HNIs/ ultra HNIs clients. About the Role The role of Managing Partner would manage the UHNI relationships of Bank s customers, their family and business entities. Provide wealth management advisory and solutions based on clients needs and risk profile. The role would also manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually man...

Posted 3 months ago

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