Sushant Kumar
AXIS BANK BURGUNDY WEALTH MANAGEMENT
- Role
- Senior Wealth Manager at Axis Bank Limited
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Sushant Kumar
Over several years of experience in Equity and Investments industry as a Financial…
Experience
Senior Wealth Manager
Feb 2025 — Present · Bengaluru, IN
Client Relationship Management:Building and maintaining strong relationships with clients, understanding their financial goals, risk tolerance, and needs. Financial Planning:Developing personalized financial plans, including investment strategies, retirement planning, tax optimization, and estate planning. Investment Management:Analyzing investment opportunities, recommending suitable investments, and managing client portfolios to achieve desired returns. Risk Management:Identifying and mitigating financial risks, ensuring clients\' assets are protected. Staying Updated:Keeping abreast of market trends, financial regulations, and new investment products to provide informed advice. Communication and Education:Clearly explaining complex financial concepts to clients and providing ongoing financial education. Legal and Tax Advice:Providing guidance on legal and tax implications of financial decisions, often in collaboration with other professionals. Estate Planning:Assisting clients with planning for the transfer of assets to heirs or charitable organizations.
Education
Magadh University
B.com, Accounts
2007 — 2009
National Institute of Securities Markets (NISM)
Currency Derivative Series 1, Currency
2017 — 2022
KSOU
Master of Business Administration (MBA), FINANCE
2012 — 2013
Skills
- Equity Research
- Derivatives
- Portfolio Management
- Commodity
- Wealth Management
- Capital Markets
- Equities
- Mis
- Relationship Management
- Financial Markets
- Trading
- Investments
- Banking
- Mutual Funds
- Team Management
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