Job Title
Private Wealth Manager – AXIS
Function
Sales
Department
AXIS Bank Relationship
Reporting To
(Title)
Circle Head – AXIS
Superior’s Superior
(Title)
Zonal Head – AXIS
Unit
Aditya Birla Sun Life Insurance Ltd
Location
PAN India
Business
Aditya Birla Capital
Date
1 st March 2024
- Job Purpose

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 and Ultra HNI clie

📌 Private Wealth Manager-Axis-Calicut (Kerala)
🏢 Aditya Birla Capital
📍 Kerala