Kunwar Seemanandan Kaushis

Vice President - Burgundy Private @Axis Bank

Pune, IN

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.