RB - Affluent Business : Burgundy Private Service Partner

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 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. The aim is 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
• Responsible for improving the credit card and 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.
• 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 times

Qualifications :

Optimal qualification for success on the job is :

Role Proficiencies :

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

#ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

Skills Required

Refer to the Job Description