Affluent Business Partner

About the role

Affluent Business team at Axis Bank drives personalized wealth management for ultra‑high‑net‑worth clients. The Partner cultivates and manages UHNI relationships, delivering tailored advisory, product recommendations, and estate planning solutions. Based in Bangalore, this on‑site role focuses on acquiring new high‑value customers, leveraging networks and internal referrals to grow the bank’s affluent portfolio.

What you’ll do

• Create and execute acquisition plans for new high‑value customers
• Leverage networks, partnerships, and referrals to source prospective UHNI clients
• Identify and fulfill banking, financial, and wealth‑management needs of mapped customers
• Provide product and research input for new offerings
• Recommend products and services aligned with client risk profiles

What you’ll bring

• CA
• CFA
• Business Management Post‑Graduate degree
• AMFI certification
• IRDA certification