Raman Borde
Relationship Manager Affluent |Axis Max Life Insurance | Bancassurance(Axis Bank) | EX-ABSLI
- Role
- Affluent Relationship Manager-axis Bank Relationship at Axis Max Life Insurance Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Affluent Relationship Manager-axis Bank Relationship
Axis Max Life Insurance Limited
Jul 2025 — Present · Mumbai, IN
Relationship Manager – Affluent| Axis Max Life Insurance | South BombayCurrently managing the affluent and ultra-affluent Burgundy clientele of Axis Bank,South Bombay – one of the most prestigious client bases in the region.As a wealth expert with Axis Max Life Insurance, I provide tailored financial advisory to HNI and Ultra-HNI clients, guiding them through long-term investment planning, risk management, and insurance-based wealth preservation strategies. My role bridges the gap between client expectations and personalized financial outcomes by offering curated solutions from life insurance to market-linked investments. HNI/Ultra-HNI Client Handling (Burgundy Tier) End-to-End Wealth Advisory (Life + Investment Products) Relationship Management & Customer Retention Collaborating with Axis Bank to deepen wallet share
Education
Bharati Vidyapeeth’s Institute of Management Studies and Research
Master of Business Administration - MBA, Marketing/Marketing Management, General
MGM's DR. G.Y. Pathrikar College of CS and IT ,Aurangabad.
Bachelors of Computer Science , Computer Science
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