Prathamesh Mahadar
Deputy Manager At Axis Bank
- Role
- Deputy Manager at Axis Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Deputy Manager
Jul 2025 — Present · Pune, IN
Manage and deepen relationships with High Net Worth (HNI) clients under the Priority Banking segment.Provide personalized wealth management and financial advisory across investments, insurance, loans, and banking products.Drive business growth through client acquisition, portfolio expansion, and cross-selling opportunities.Deliver exceptional client service by acting as a single point of contact and ensuring quick resolution of banking and financial needs.Conduct portfolio reviews and provide market insights to help clients achieve financial goals.Ensure strict adherence to KYC, AML, and compliance guidelines while safeguarding client interests.Build networks and leverage referrals to expand the HNI client base.
Education
Dr. Balasaheb Sawant Konkan Krishi Vidyaapeeth,(former Konkan Krishi Vidyapeeth) Ratnagiri
Bachelor of Technology - BTech, Food Science and Technology
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