Varun Jawa
PRIVATE BANKER
New Delhi
Summary
Private Banker with 15+ years of experience in providing comprehensive financial advice .Personable and analytical individual with keen understanding of financial markets and investment strategies. Proficient in financial analysis and client relationship management, delivering tailored financial solutions. Committed to driving client satisfaction and achieving financial growth.
Overview
18
18
years of professional experience
3
3
years of post-secondary education
2
2
Languages
Work History
Private Banker
Axis Bank Ltd
04.2021 - Current
- Managed a portfolio of high-net-worth Individuals with AUM of above 150 Crores
- Utilized a consultative approach to provide tailored investments, financial planning, and overall wealth management solutions
- Developed detailed financial plans and assessments for clients, and provided advice on investments and options for risk mitigation
Senior Affluent RM
Axis Bank Ltd
05.2017 - 04.2021
- Managing team of Burgundy Rm's with self budget .
- Ensuring team productivity and product penetration .
- Facilitated client meetings to discuss financial goals and tailored solutions
- Developed effective communication strategies with Branch heads and cluster heads
- Upheld high standards of professionalism under pressure, serving as a role model for junior operators throughout the organization.
- Conducted research on the markets and provided timely updates to clients on the performance of their portfolios
Burgundy Relationship Manager
Axis Bank Ltd
06.2015 - 05.2017
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Kept up-to-date knowledge of banking products for optimal service delivery.
- Optimized client satisfaction by regularly assessing needs and effectively cross-selling innovative products.
- Over Achieving my budgets with providing best of financial solutions to client.
- Working closely with different Banking channels to improve product penetration in Bank .
Priority Banking Relationship Manager
Axis Bank Ltd
11.2012 - 05.2015
Preferred Banking Relationship Manager
HDFC Bank Ltd
11.2010 - 10.2012
Sales Manager
Bajaj Allianz Life Insurance Co Ltd
09.2006 - 10.2010
Education
Bachelors of commerce -
University of Delhi
04.2002 - 03.2005
Skills
- Financial Analysis
- Investment Management
- Client Relations
- Banking Operations
- Compliance Regulations
- Wealth Management
Personal Information
Date of Birth: 12/02/84
Timeline
Private Banker
Axis Bank Ltd
04.2021 - Current
Senior Affluent RM
Axis Bank Ltd
05.2017 - 04.2021
Burgundy Relationship Manager
Axis Bank Ltd
06.2015 - 05.2017
Priority Banking Relationship Manager
Axis Bank Ltd
11.2012 - 05.2015
Preferred Banking Relationship Manager
HDFC Bank Ltd
11.2010 - 10.2012
Sales Manager
Bajaj Allianz Life Insurance Co Ltd
09.2006 - 10.2010
Bachelors of commerce -
University of Delhi
04.2002 - 03.2005
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