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.
Dimensions
What are the areas (in quantitative terms) the job has an impact on?
Dimension
Remarks
Manpower
Individual Contribution role
Branch Spread
Retail
Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?
Job Context
Bancassurance is the insurance distribution model wherein the bank allows an insurance company to sell its products to the bank’s client base. ABSLI tied up with AXIS Bank in March 2024 to sell its insurance products through the Branch Banking.
Open Architecture model empowers the customers now to select their Life insurance plans from more than one insurer as per their choice at competitive prices. 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).
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Principal Accountabilities
Accountability
Supporting Actions
Business Targets – To achieve Business Targets on focused Business parameters like premium, SP/branch activisation, product mix and Persistency thereby contributing to the overall Business Growth and profitability.
Work closely with AXIS Bank Burgundy Relationship Managers to provide a bouquet of products and investments to their HNI
📌 Private Wealth Manager-Axis-Mangalore (India)
🏢 Aditya Birla Capital
📍 India
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