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Axis - PWM - Delhi

DelhiFull-timeJunior levelPosted 3 months ago

Finance role at Aditya Birla Group in Delhi. Needs a degree.

About the role

ABSLI tied up with AXIS Bank in March 2024 to sell its insurance products through the Branch Banking. It also lowers chances of Mis selling, with the intervention of multiple regulators like Reserve Bank of India (RBI) and Insurance Regulatory and Development Authority of India (IRDAI).

What you'll do

  • Business Targets – To achieve Business Targets on focused Business parameters like premium, SP/branch activisation
  • Work closely with AXIS Bank Burgundy Relationship Managers to provide a bouquet of products and investments to their HNI and Ultra HNI client base
  • Provide sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios
  • Ensure quality of business and persistence
  • Ensure to increase SP Activisation and selling of greater NOPs through the Team of FLS for greater distribution of ABSLI products

What you need

  • Sales
  • MIS reporting
  • Wealth management
  • Insurance
  • Branding

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