Karan Ahuja

Ghaziabad

Summary

Client-centric professional with 10 years of experience spanning the luxury automotive and banking industries, now transitioning into the wealth management, with a keen focus on relationship-driven financial advisory. My background in managing HNI clientele first in the luxury car segment with marquee brands like BMW and Mercedes-Benz, and currently at Axis Bank in corporate sales, has honed my ability to understand affluent client needs, deliver tailored solutions, and build enduring trust. Eager to apply my consultative mindset, financial acumen, and strategic approach to the Burgundy Relationship Manager role, where I can contribute to enhancing client satisfaction and deepening portfolio value through personalized engagement.

Overview

years of professional experience

Certification

Work History

Corporate Salary Manager

Axis Bank Limited

Noida

11.2023 - Current

Built and nurtured strong relationships with CXOs, professionals, and HNI clients, contributing to a 20%+ portfolio growth.
Originated and managed high-value salary accounts, converting affluent leads to Burgundy prospects through tailored engagement.
Led an 8-member team, consistently surpassing targets, and achieving 15% YoY revenue growth.
Collaborated cross-functionally to streamline the delivery of Burgundy-level offerings, including lending, investment, and insurance products.
Designed and executed onboarding strategies, enhancing digital customer journeys and activation.
Led an 8-member team, consistently surpassing targets and achieving 15% YoY revenue growth to 20 %+ portfolio growth.

Sales & Partnership Lead

Luxury Passenger Car Dealerships

New Delhi

05.2015 - 10.2023

Managed elite clientele with a focus on customer experience, brand loyalty, and value-added upselling.
Led end-to-end sales and financing advisory for high-ticket customers, achieving 20% year-over-year revenue growth.
Conducted relationship-driven campaigns and luxury experience events, enhancing client engagement.
Managed elite clientele, focusing on customer experience, brand loyalty, and value-added upselling. Consultant of the Year (Volkswagen), and Highest Retail Sales (BMW).

Education

Post Graduate Diploma in Management - Finance

IMT

Ghaziabad

03-2025

Skills

Wealth Advisory
HNI Relationship Management
Investment Product Knowledge
Banking operations
Strategic Sales

Cross-functional collaboration
Digital Onboarding
Client retention
CRM
Communication

Certification

Business Strategy – Indian School of Business (ISB)
AMFI (Mutual Funds)
IRDA (Insurance Regulatory and Development Authority)

Accomplishments

Successfully acquired Burgundy and Burgundy Private clients through consultative engagement and deep account-level mapping
Delivered strong initial portfolio funding and achieved 30% year-over-year growth in investment and insurance cross-sell within the first two quarters
Built enduring trust with HNIs and CXOs, leveraging insights from luxury sales experience to personalize banking solutions
Maintained one of the highest retention rates by aligning financial products to clients' aspirations and life goals
Recognized as a top-performing luxury sales advisor, with consistent accolades across BMW, Mercedes-Benz, and Porsche for relationship excellence

Projects

Auto Loans: NBFCs vs Private Banks (2025)

Conducted regression-based analysis of over 250 respondents to evaluate customer satisfaction in vehicle financing

Timeline