Private Wealth Manager-Axis-Udupi
UdupiFull-timeMid levelPosted 2 months ago
Mid-level finance role at Aditya Birla Group in Udupi. Needs a degree.
About the role
Axis Bank's affluent business offers a range of financial investment products and provides customised solutions to create and manage the wealth of their niche segment clients, who are NRI, HNW [YP1] and Ultra HNW individuals, groups and establishments. Hence it requires higher order knowledge of the financial industry and other financial products.
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
- Reporting