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Kunwar Seemanandan Kaushis — Vice President - Burgundy Private · Axis Bank · Pune Division, Maharashtra, India.
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About
I have 20 years of experience in Profit Centre Operations, Branch Banking, Life Insurance, Real Estate, Business Development, HNI Portfolio Management, Client Relationship Management, Acquisition & Channel Management.
Experience
Vice President - Burgundy PrivateCurrent
Axis Bank · Pune, Maharashtra, India
Jul 2022 – Present
● Developing strategies to attract and onboard high-net-worth clients, including networking and referrals. ● Maintaining and strengthening relationships with existing clients through regular communication and personalized service. ● Offering tailored investment solutions and advice based on clients financial goals and risk tolerance. ● Regularly reviewing and reporting on the performance of client portfolios, making adjustments as necessary. ● Ensuring adherence to regulatory requirements and internal policies, while managing potential risks associated with client investments. ● Meeting and exceeding sales targets through cross-selling banking products and services. ● Staying informed about market trends and economic conditions to provide clients with informed advice.
General Manager Sales & Marketing
Solitaire · Pune, Maharashtra, India
Sep 2019 – Jul 2022
Skills
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