RB - Affluent Business:Associate Partner

Axis Bank
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📍 Hyderabad, IndiaRegular

About this role

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 HNIs/ ultra HNIs clients.
About the Role

The role of 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
Key Responsibilities
  • Acquire and onboard new Emerging HNI / Burgundy Private clients as per assigned acquisition targets.
  • Leverage networks, partnership and sources of leads and referrals to access prospective clients.
  • Drive compliant revenue growth across investment, lending, liability, and fee-based products by maximizing wallet share through need-based cross-sell fulfilling the banking, financial and wealth management needs of the mapped customers.
  • Grow the deposits book (SA, TD, CA) and achieve MDAB growth targets.
  • Interact with internal referral sources to identify prospects and referral opportunities
  • Explore, Provide inputs to the product and research team for any new products that the customer requires
  • Conduct monthly client connects and portfolio reviews as per benchmarks and 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 & IRDA certification
Role Proficiencies:

For successful execution of the job, a candidate should possess the following:

  • Knowledge of Financial markets
  • Knowledge of Banking & Investment products & services
  • Ability to work effectively across functions and demonstrated ability to coach and mentor others
  • Ability to prioritize and make decisions in a fast-paced environment
  • Ability to work as a part of team and contribute towards team goals
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Ability to conceptualize and implement competent marketing strategies with a view to penetrate new accounts

Frequently Asked Questions

Is the salary disclosed for the RB - Affluent Business:Associate Partner position at Axis Bank?
The salary for this RB - Affluent Business:Associate Partner role at Axis Bank is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the RB - Affluent Business:Associate Partner position at Axis Bank located?
This RB - Affluent Business:Associate Partner role at Axis Bank is based in Hyderabad, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the RB - Affluent Business:Associate Partner role at Axis Bank full-time or part-time?
This is listed as a Regular position. It is posted as a RB - Affluent Business:Associate Partner role at Axis Bank.
How do I apply for the RB - Affluent Business:Associate Partner position at Axis Bank?
Click the "Apply Now" button on this page. You will be redirected to Axis Bank's official application portal hosted on ripplehire where you can submit your application directly.
When was the RB - Affluent Business:Associate Partner job at Axis Bank posted?
This RB - Affluent Business:Associate Partner position at Axis Bank was posted on Sep 28, 2026. Apply as soon as possible — early applications are often reviewed first.
RB - Affluent Business:Associate Partner
Axis Bank
Apply for this role ↗

You'll be redirected to Axis Bank's official application page on ripplehire.