Nilesh Singh

AXIS BANK || Ex-Investment Specialist - DEZERV II Ex Investment Counsellor - JM II IFA Fincart II Senior Wealth Manager II NISM Certified *IRDAI LICENTIATE *IRDAI ASSOCIATESHIP *PGDM AFPWM *BBA

Role: Senior Wealth Manager at Axis Bank
Location: Bengaluru, KA, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Nilesh Singh

Enthusiastic Financial Advisor with 8 years of experience delivering financial/investment…

Experience

Senior Wealth Manager
Axis Bank
Mar 2025 — Present · Bengaluru, IN

Education

Insurance Institute of India
Licentiate degree, Insurance
2019 — 2023
Punjab Technical University
Bachelor of Business Administration (BBA), Finance, General
2011 — 2014
National Institute of Securities Markets (NISM)
Finance and Financial Management Services
Insurance Institute of India
Associate's degree, Insurance
Indian institute of financial planning
PGD in Advance Financial Planning and Wealth management., Financial Planning and Services
2015 — 2016

Contact information

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Current company

Axis Bank

Banking · 108K employees · Founded 1994 · Worli Mumbai, Maharashtra, India

Axis Bank is the third largest private sector bank in India. The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. The Bank has a large footprint of 5000 domestic branches (including extension counters) with 15,751 ATMs & cash recyclers spread across the country. The Bank has 6 Axis Virtual Centres with over 1,500 Virtual Relationship Managers as on 31st March 2023. The Overseas operations of the Bank are spread over eight international offices with branches in Singapore, Dubai (at DIFC), and Gift City-IBU; representative offices in Dhaka, Dubai, Abu Dhabi, Sharjah and an overseas subsidiary in London, UK. The international offices focus on Corporate Lending, Coverage Business, Trade Finance, Syndication, Investment Banking, Liability Businesses, and Private Banking/Wealth Management offerings. Axis Bank is one of the first new generation private sector banks to have begun operations in 1994. The Bank was promoted in 1993, jointly by Specified Undertaking of Unit Trust of India (SUUTI) (then known as Unit Trust of India), Life Insurance Corporation of India (LIC), General Insurance Corporation of India (GIC), National Insurance Company Ltd. (NIC), The New India Assurance Company Ltd. (NIA), The Oriental Insurance Company Ltd. (OIC), and United India Insurance Company Ltd. (UIIC). The shareholding of Unit Trust of India was subsequently transferred to SUUTI, an entity established in 2003. GIC, NIC, NIA, OIC, UIIC have been reclassified from promoter category to public category. As on March 31, 2023, SUUTI and LIC are the promoters of the Bank. With a balance sheet size of Rs. 13,17,326 crores as on 31st March 2023, Axis Bank has achieved consistent growth and with a 5-year CAGR (2017-18 to 2022-23) of 14% each in Total Assets & Advances and 16% in Deposits.

axisbank.com

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About Nilesh Singh

Experience

Senior Wealth Manager

Education

Insurance Institute of India

Punjab Technical University

National Institute of Securities Markets (NISM)

Insurance Institute of India

Indian institute of financial planning

Find verified contacts for anyone on LinkedIn