Rb - Affluent Business:partner

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**:

- 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 Read more