Pooja Srivastava
Burgundy Wealth Relationship Manager @Axis Bank ||Ex HDFC ||Ex ICICI ||360°Banker||Catalist||Motivator||Life Coach
- Role
- Burgundy Wealth Relationship Manager Senior Manager at Axis Bank
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Pooja Srivastava
With over three years as a Relationship Manager at HDFC Bank, I focus on delivering comprehensive 360° financial services to ultra-high-net-worth individuals. By leveraging expertise in client prospecting, financial education, and commerce, I ensure seamless primary banking experiences and identify tailored cross-selling opportunities aligned with client needs. Committed to fostering strong client relationships, I support informed financial decisions and deliver customized solutions that address complex banking requirements. My goal is to contribute to organizational success while prioritizing exceptional service and client satisfaction.
Experience
Burgundy Wealth Relationship Manager Senior Manager
Feb 2026 — Present
Education
Mahatma Gandhi Kashi Vidyapeeth
Master of Business Administration, Finance, General
Mahatma Gandhi Kashi Vidyapeeth
Master of Commerce, Business/Commerce, General
Sunbeam College For Women - India
B.com, Commerce
Mahatma Gandhi Kashi Vidyapith University, Varanasi
M.COM, Commerce
2013 — 2015
Mahatma Gandhi Kashi Vidyapeeth
Bachelor of Commerce, Business/Commerce, General
Mahatma Gandhi Kashi Vidyapith University, Varanasi
Master of Business Administration - MBA, Finance & HR
2016 — 2018
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