Vice President
GURUMURTHY S
Axis Bank – Burgundy Private
Bengaluru
22
years of professional experience
Dynamic Vice President with extensive experience at Axis Bank, excelling in wealth management and relationship building. Proven track record in portfolio advisory and compliance, driving significant growth in client acquisition and profitability. Adept at leading teams and implementing strategic initiatives to enhance operational efficiency and client satisfaction.
Work History
Vice President
3 Years 1 Month- Advised Burgundy private clients on wealth, investment, and banking solutions.
- Cultivated strategic wealth relationships through proactive client engagement and identification of growth opportunities.
- Helped develop investment proposals and tailored financial roadmaps with investment and product specialists.
- Facilitated networking initiatives for prospective clients, enhancing client acquisition and portfolio growth.
- Nurtured relationships with key stakeholders by attending meetings and promptly addressing inquiries or requests for information.
Vice President | Retail Branch Head
1 Year 6 Months- Led a retail branch with a 1000Cr + CASA/TD portfolio, a 30-member team and end-to-end branch and Corporate/Retail forex operations.
- Drove business delivery and operational requirements, ensuring year-on-year branch profitability.
- Led retail banking operations across Axis Bank branches and service channels.
- Collaborated with senior leaders on business planning and operational strategy.
- Developed and executed strategic plans to support the vision of the organization.
- Reviewed credit proposals and collaborated with risk teams to support lending decisions.
- Monitored compliance with RBI guidelines, KYC, and internal policies.
- Guided staff on service standards and escalation handling, enhancing documentation practices.
Assistant Vice President | Branch Head
3 Years- Led a retail branch with a ?500 Cr CASA portfolio and a 12-member team.
- Managed branch operations, business delivery and year-on-year profitability.
- Trained branch staff on service standards and operational policies.
- Monitored loan processing, account opening, and documentation accuracy.
- Managed daily operations of a branch, including customer service, staff scheduling, and product distribution.
Assistant Vice President | Branch Head
4 Years- Led a retail branch with a ?200 Cr CASA portfolio and a 10-member team; managed branch business and operational requirements.
- Assisted with recruitment efforts for positions within the branch when needed.
- Implemented cost-saving measures that resulted in increased profitability for the branch.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Senior Manager | Business Banking Relationship Manager
3 Years- Acquired new business clients, retained existing relationships and resolved service issues.
- Supported branch current-account metrics, cross-selling and business development.
- Managed customer escalations and resolved account issues with branch teams.
- Trained employees on product knowledge, service quality, and policy updates.
- Ensured compliance with applicable laws, regulations, policies, and procedures across all business units.
- Managed annual budgeting process, including forecasting and financial analysis to optimize resources.
Sr Manager | Business Banking Relationship Manager
1 Year 11 Months- Serviced and retained corporate clients and supported branch metrics and cross-selling.
- Led MG Road team planning, staffing, and daily service coordination.
- Managed budgets, forecasts, and expense reviews across crossell ,MG Road sales and operations.
- Directed cross-functional teams in developing innovative solutions to complex problems.
- Produced thorough, accurate and timely reports of revenue generation for the segment activities.
Deputy Manager | Salary Acquisition / Salary Service
2 Years 4 Months- Acquired salary clients, serviced existing relationships and led an 8-member team in salary service.
2 Years 3 Months
Business Executive
5 Months- Corporate salary acquisition.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Identified needs of customers promptly and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Education
MBA - Systems & Marketing
B.Sc. - Computer Science
Skills
Wealth management
Portfolio advisory
Retail banking operations
Credit assessment
RBI compliance
Relationship management
Personal Information
Title: PRIVATE BANKING | WEALTH MANAGEMENT | CLIENT & BUSINESS LEADERSHIP
LANGUAGES
Kannada, English and Hindi (speaking, reading and writing)
CORE EXPERTISE
- Private Banking & Wealth Management
- Investment Proposals & Financial Roadmaps
- Branch Leadership & Profitability
- Cross-functional Specialist Collaboration
- HNI Relationship Development
- Revenue & Business Growth
- Team Leadership & Talent Development
- KYC & Operational Governance
- Client Acquisition & Portfolio Deepening
- Business Banking
- Client Experience & Retention
SELECTED RECOGNITION & DEVELOPMENT
- Selected for IIM Lucknow Managerial Effectiveness programme for senior Axis Bank executives (2008).
- Selected for IIM Kozhikode programme on Accelerating Sales Force Performance (2009).
- Received President – Retail Banking Momentum recognition for Salary Power Funding Challenge (2009).
- Recognized for Mission 40K rewarded at Switzerland for deepening and funding challenge performance (2010).
- Recognised in Grand Prix 2011 as Business Banking Relationship Manager; Race Begin performance certificate (2012).
- BBRM Champ – best pole position recognition (2012–13); BIMA Banking 20–21 recognition for highest premium collection.
- Participated in each year 2010- 2026 all MDRT international and domestic campaigns.
Timeline
Vice President
Axis Bank – Burgundy Private
10.2023 - CurrentRead More
Vice President | Retail Branch Head
Axis Bank
04.2022 - 10.2023Read More
Assistant Vice President | Branch Head
Axis Bank
04.2019 - 04.2022Read More
Assistant Vice President | Branch Head
Axis Bank
04.2015 - 04.2019Read More
Senior Manager | Business Banking Relationship Manager
CoXTown |RT Nagar Axis Bank
04.2012 - 04.2015Read More
Sr Manager | Business Banking Relationship Manager
MG Road
04.2010 - 03.2012Read More
Deputy Manager | Salary Acquisition / Salary Service
MG Road |Axis Bank
11.2007 - 03.2010Read More
Family owned Business
07.2005 - 10.2007Read More
Business Executive
HBL Global (Wing of HDFC Bank)
01.2005 - 06.2005Read More
RJSIMS Koramangala
MBA from Systems & Marketing
Read More
Siddaganga College
B.Sc. from Computer Science
Read More