Shrikant Jadhav
Assistant Manager | RB - BB, RL & Products
- Role
- Assistant Manager at Axis Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Shrikant Jadhav
I’m a passionate, optimistic, and dedicated professional who takes every responsibility…
Experience
Assistant Manager
Apr 2023 — Present · Mumbai, IN
Key Responsibilities:Managing end-to-end branch operations and delivering excellent customer service to high-net-worth clients.Serving as a dedicated Investment Advisor to Burgundy Account Holders – Axis Bank\'s most premium client segment.Advising clients on customized investment solutions, wealth planning, and long-term financial growth.Handling daily cash operations, account management, and compliance as per audit standards.Promoting and cross-selling a wide range of financial products including life/general insurance, mutual funds, and FD/RD.Building lasting relationships with clients through trust, transparency, and timely service.Achievements:Earned the prestigious MDRT 2024 title, and selected for an exclusive recognition visit to Singapore.Recognized for exceeding monthly targets and maintaining top-tier customer satisfaction ratings.Strengthened client portfolio performance through strategic investment recommendations.
Education
University of Mumbai
Master of Commerce, Accounting and Finance
2018 — 2020
University of Mumbai
Bachelor of Commerce, Accounting and Finance
2015 — 2018
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