Danish Mansuri
Wealth Manager @ Axis Bank | MBA in Marketing
- Role
- Wealth Manager at Axis Bank
- Location
- Ujjain, MP, IN
- LinkedIn followers
- 500 followers
About Danish Mansuri
I am an MBA candidate at IIM Ranchi with a passion for business development, sales, and…
Experience
Wealth Manager
May 2025 — Present · Gurugram, IN
As a Wealth Manager in the Sky Department at Axis Bank, I manage and grow relationships with High Net Worth (HNI) clients by delivering comprehensive financial solutions. My role bridges wealth advisory, sales, and strategic account management, while also contributing to the brand positioning of Axis Bank in the premium client segment.Key Highlights:~ Partner with HNI clients to design customized investment portfolios across Mutual Funds, PMS, Insurance, Loans, and Forex products.~ Drive branch profitability through cross-selling and up-selling of financial solutions, ensuring alignment with client goals.~ Act as a brand ambassador, enhancing Axis Bank’s reputation through superior service, client engagement, and financial literacy initiatives.~ Apply marketing and customer segmentation strategies to identify potential clients, expand market share, and strengthen presence in competitive markets.~ Build and retain long-term client relationships by acting as a trusted financial advisor and providing ongoing portfolio reviews.~ Collaborate with internal teams (credit, operations, product) to ensure seamless delivery and client satisfaction.~ Organize and participate in wealth seminars, events, and client engagement activities that foster brand loyalty and lead generation.
Education
Vikram University
Bachelor of Commerce - BCom
Indian Institute of Management, Ranchi
Master of Business Administration - MBA, Marketing
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