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The document provides a summary of Satyendra Singh's professional experience in financial services and banking over 20 years. It details his current role as Partner at Axis Bank's Burgundy Private wealth management division. Previous roles included positions at DBS Bank, Barclays Bank, Axis Bank, ING Vysya Bank, ABN AMRO Bank, and Citigroup, where he gained experience in private banking, wealth management, investment advisory, and consumer banking.

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55 views3 pages

Profile

The document provides a summary of Satyendra Singh's professional experience in financial services and banking over 20 years. It details his current role as Partner at Axis Bank's Burgundy Private wealth management division. Previous roles included positions at DBS Bank, Barclays Bank, Axis Bank, ING Vysya Bank, ABN AMRO Bank, and Citigroup, where he gained experience in private banking, wealth management, investment advisory, and consumer banking.

Uploaded by

utkarsh singh
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Contact
Axis Bank Andheri West Laxmi
Satyendra Singh (CPWM)
industrial estate Mumbai 400053 Partner, Burgundy Private at Axis Bank
[email protected] Mumbai, Maharashtra, India
www.linkedin.com/in/satyendra-
singh-cpwm-1710161a (LinkedIn) Summary
A financial services professional holding a Masters in Business
Top Skills
Administration degree and having 20 years of rich and diverse
Account Management
experience in financial services industry in banking and Private
Bonds
banking & wealth management. A strong sales professional
Investments
having all-round business experience with key responsibilities in
developing sales, distribution and marketing strategies for business
Certifications
development and complete market coverage. Skilled at managing
Certified Private Wealth Manager
important client relationships and in promoting and improving
customer reach and service. Has proficiency across the entire
spectrum of banking and wealth management products including
private equity, PMS, Mutual funds, AIFs, Life & general insurance,
branch banking.
Currently working as Partner, Burgundy Private at Axis Bank.
Burgundy Private is a niche, end to end wealth management solution
for Ultra HNIs.

Experience
Axis Bank
10 years 11 months

Partner, Burgundy Private


October 2019 - Present (3 years 1 month)
Mumbai, Maharashtra, India

Assistant Vice President- Team Lead Affluent Business Navi Mumbai &
Raigad Region
December 2011 - October 2019 (7 years 11 months)
Mumbai, Maharashtra, India

DBS Bank
Sr. Treasure Manager (Wealth Management)
January 2009 - February 2010 (1 year 2 months)
Profile involves wealth management and banking solutions for the High Net
worth Clientele of DBS Bank’s Flagship Branch.

  Page 1 of 3
   

• Wealth Management Services: Design and asset allocation of individuals


and company portfolios. Products handled include PMS, equity, mutual funds,
bonds, structured products and private equity investments.
• Cultivate and manage new and existing client relationships of high-net-worth
individuals and their related businesses
• Develop sales plan for each relationship to provide an array of Wealth
Management services through Third Party Mutual Funds, PMS, Structured
Products, Credit and Personal Banking products

• Banking Solutions: Responsibilities include branch CASA growth and


incremental revenues from trade transactions and remittances.

• Business Growth Targets: Development of new catchments areas in South


Mumbai. Responsible for deepening and widening DBS Bank footprint in the
country’s premier residential location.

• Interfacing with Bancassurance partners to drive Insurance sales and


corresponding with other bank departments to drive cross sell initiatives

• Public Relations and Events: Planning, designing and executing client-


contact occasions/employee relations events and communications for the DBS
Mumbai branch. Understanding the services offered by the bank in the context
of a holistic Wealth Management framework
• Continually expand referral network through contact with various internal
business partners and external financial intermediaries.

Barclays Bank
Premier Relationship Manager
July 2008 - December 2008 (6 months)
Mumbai

Wealth Management

Axis Bank
Investment Advisor
2006 - 2008 (2 years)
Mumbai, Maharashtra, India

Investment Advisory

Ing Vysya Bank is now Kotak Mahindra Bank


Relationship Manager
July 2005 - June 2006 (1 year)
  Page 2 of 3
   

Mumbai, Maharashtra, India

Wealth Management

ABN AMRO Bank N.V.


Personal Banker
July 2004 - May 2005 (11 months)
Mumbai, Maharashtra, India

Consumer Banking

Citigroup(Cliente Connexion India Private Limited)


Assistant Manager
December 2003 - May 2004 (6 months)
Mumbai, Maharashtra, India

Banking & Investment

Education
Dewan Institute of Management Studies
MBA, Marketing · (2000 - 2002)

University of Allahabad
B.A, Economics,Philosophy,Political Science · (1997 - 2000)

Queens College
HSC, Science (Biology) · (1996 - 1997)

  Page 3 of 3

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