Benjamin Joseph
Certified Financial Planner (CFP) | Private Banking & Wealth Management | Sales Leadership | Ex-Citi | Burgundy Private - Axis Bank
- Role
- Senior Vice President & Regional Head - South, Burgundy Private at Axis Bank
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Benjamin Joseph
Certified Financial Planner (CFP) with over 23 years of experience in Private & Retail Banking, Wealth Management, Team Management and Training & Development
Experience
Senior Vice President & Regional Head - South, Burgundy Private
Aug 2024 — Present · Bengaluru, IN
Education
ICFAI Business School
PGDBA, Marketing
2000 — 2002
Skills
- Cross Selling
- Financial Services
- Wealth Management
- International Banking Services
- Portfolio Management
- Business Relationship Management
- Private Banking
- Business Planning
- Financial Risk
- Investments
- Retail Banking
- Relationship Management
- Leadership
- Finance
- Training
- Coaching
- Banking
- Team Management
- Insurance
- Product Support
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