RB – Affluent Business:Burgundy Private Service Partner – Axis House


  • Full Time

To apply for this job please visit axiscareers.axisbank.co.in.

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 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 clients.
Key Responsibilities
·         Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients

·         Handle clients query related to RM’s portfolio in a positive, timely and appropriate manner. Aim to resolve customer’s query at the first point of contact and minimize referrals to the RM for routine transaction

·         Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues

·         Growing penetration on credit card debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCs

·         Comply 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.

·         Clear focus on 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 times
Optimal qualification for success on the job is:

·         Graduate or Post Graduate

Job Overview