Suresh Mogaveera
Senior Partner @ Axis Bank | Wealth Management, Relationship Building
- Role
- Senior Partner at Axis Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Suresh Mogaveera
With over a decade of experience in private banking and wealth management, I am currently…
Experience
Senior Partner
Mar 2023 — Present · South Mumbai, IN
Burgundy Private is a private banking platform catering to high- and ultra-high-net-worth customer segments. The proposition offers personalized wealth management advisory and solutions, research-based investment advisory, estate planning, real estate, and tax advisory for HNIs/ ultra HNIs clients.Key Responsibilities :Create and execute the plan for acquiring new-to-bank high value customer relationships.Leverage networks, partnership and sources of leads and referrals to access prospective clients.Interact with internal referral sources to identify prospects and referral opportunitiesExplore, review, and fulfil the banking, financial, and wealth management needs of the mapped customersProvide inputs to the product and research team for any new products that the customer requiresRecommend products and services as per the client\'s financial needs and risk profile
Education
University of Mumbai
Bachelor of Commerce - BCom
1999 — 2002
Skills
- Relationship Management
- Retail Banking
- Commercial Banking
- Loans
- Credit
- Banking
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