Farzoon Qureshi
Vice President - Senior Partner with Burgundy Private at Axis Bank
- Role
- Vice President - Senior Partner with Burgundy-private at Axis Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Farzoon Qureshi
A dynamic professional with nearly 24 years of rich experience in Sales and Business Development in Banking, Financial Services, NBFC and FMCG Sector, last 16 years in Wealth Management in Banking, 6 years in Life Insurance and 2 years in FMCG Sector. Currently designated as Vice President from 1st Nov 2022 and Senior Partner with Burgundy-Private with Axis Bank Pvt Ltd. since Apr 2021. Earlier as Mumbai-Cityhead with Axis Bank Pvt Ltd. Deputy Vice President (Burgundy Segment ) responsible for book building of HNI clients with AUM and Revenue targets individually and with team of ARM/SARMs. Advise and recommend client for appropriate asset allocation based on their needs and risk appetite. Expertise Branch Banking leading team to various roles such as customer sercive, cross selling products, maintaining high standards of compliance through sales quality. Significantly gained experience in recruiting persons for various roles in the organization as well as training the new recruits. Skilled in managing regional level operations with the objective of generating revenues & business expansion through sales and marketing of financial products and services. Deft in initiating and developing new relationships with HNI distributors to accomplish sales and profitability. Comprehensive experience in cementing healthy relationship with the clients for generating business and leading workforce towards accomplishing business and corporate goals. Received numerous Awards for outstanding performance across the career. Possess excellent interpersonal, communication and analytical skills with demonstrated abilities in customer relationship management.
Experience
Vice President - Senior Partner with Burgundy-private
Nov 2022 — Present · Mumbai, IN
Education
Mumbai Education Trust
PGMBA, Marketing
1996 — 1998
Mithibai Motiram Kundani (MMK) College Bandra
H.S.C, Hindi and Secretarial Practice
1991 — 1993
S.T.Theresa s High School Bandra
S.S.C.
1980 — 1991
Mithibai Motiram Kundani (MMK) College Bandra
B.Com, Accountancy and Economics
1993 — 1996
Skills
- Management
- Management Information Systems (Mis)
- Leadership
- Banking
- Business Development
- Team Management
- Business Strategy
- Financial Services
- Strategy
- Customer Relationship Management (Crm)
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