RB

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 clientsAbout the RoleThe 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 clientsKey ResponsibilitiesProvide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clientsHandle 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 transactionAdhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issuesResponsible for improving the credit card and debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCsComply 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 timesQualificationsGraduation/ Post-Graduation from a recognized instituteRole ProficienciesKnowledge of banking products and servicesAbility to manage complex client situationsGood communication (both verbal and written) skill in both English and the local languageAbility to handle pressure and meet deadlinesGood networking and relationship building skills#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"