Private Wealth Manager-Axis-Udupi

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
• Any graduate