Benjamin Joseph

Benjamin Joseph Email and Phone Number

Senior Vice President and Regional Head - South, Burgundy Private @ Axis Bank
Pune, MH, IN
Benjamin Joseph's Location
Pune, Maharashtra, India, India
Benjamin Joseph's Contact Details

Benjamin Joseph work email

Benjamin Joseph personal email

About Benjamin Joseph

Certified Financial Planner (CFP) with over 22 years of experience in Private & Retail Banking, Wealth Management, Team Management and Training & Development

Benjamin Joseph's Current Company Details
Axis Bank

Axis Bank

View
Senior Vice President and Regional Head - South, Burgundy Private
Pune, MH, IN
Website:
axisbank.com
Employees:
97942
Benjamin Joseph Work Experience Details
  • Axis Bank
    Senior Vice President And Regional Head - South, Burgundy Private
    Axis Bank
    Pune, Mh, In
    View
  • Axis Bank
    Senior Vice President & Senior Managing Partner - South, Burgundy Private
    Axis Bank Aug 2024 - Present
    Bengaluru, Karnataka, India
    View
  • Axis Bank
    Senior Vice President & Affluent Banking Head - Rest Of West & East
    Axis Bank Mar 2023 - Jul 2024
    Pune, Maharashtra, India
    View
  • Citi
    Senior Vice President & Branch Banking Head - Rest Of West (Row)
    Citi May 2021 - Feb 2023
    Pune, Maharashtra, India
    View
  • Citi
    Vice President & Branch Head - Pune
    Citi Apr 2016 - May 2021
    Pune
    View
  • Citi
    Assistant Vice President & Branch Head - Kochi
    Citi Sep 2014 - Mar 2016
    Kochi
    View
  • Citi
    Resident Vice President & Citigold Private Client (Cpc) Banker
    Citi Jul 2012 - Aug 2013
    Abu Dhabi
    - Offering need based portfolio management services with investments, insurance and forex products both on-shore and off-shore (Singapore, New York, London and Jersey)
    View
  • Citi
    Assistant Vice President & Citigold Select (Cgs) Banker
    Citi Apr 2010 - Jul 2012
    Bangalore
    - Managed an AUM of USD 60 million across 40 HNIs of the branch- Responsible for delivery of revenue goal, balance sheet growth from both individual and corporate clients and acquisition of new clients
    View
  • Citi
    Investment & Insurance Counsellor
    Citi Oct 2006 - Mar 2010
    Bangalore, Kochi & Coimbatore
    - Worked as an Investment & Insurance Counselor for the Bangalore, Kochi & Coimbatore Branches - Responsible for delivering revenue and business plan - Driving sales by supporting the Relationship Managers (RM) to identify client’s need for a product, position an appropriate product and accompany the RM to make the pitch in order to close the sale.
    View
  • Citi
    Wealth Manager
    Citi Jan 2005 - Sep 2006
    Bangalore
    - Developed and implemented financial plans for individuals and businesses, utilizing knowledge of tax and investment strategies, insurance, pension plans, and real estate. - Acquisition of clients – retail and corporate
    View
  • Icici Bank
    Relationship Manager - Private Banking
    Icici Bank Jul 2002 - Jan 2005
    Bangalore
    - Helped clients to determine their financial and investment goals. - Recommended financial solutions to suit a variety of investment objectives and risk levels.
    View

Benjamin Joseph Skills

Financial Risk Portfolio Management Wealth Management Private Banking Investments Business Planning Insurance Banking Relationship Management Training Coaching Product Support International Banking Services Team Management Leadership Finance Financial Services Retail Banking Cross Selling Business Relationship Management

Benjamin Joseph Education Details

  • Icfai Business School
    Icfai Business School
    Marketing

Frequently Asked Questions about Benjamin Joseph

What company does Benjamin Joseph work for?

Benjamin Joseph works for Axis Bank

What is Benjamin Joseph's role at the current company?

Benjamin Joseph's current role is Senior Vice President and Regional Head - South, Burgundy Private.

What is Benjamin Joseph's email address?

Benjamin Joseph's email address is be****@****oup.com

What schools did Benjamin Joseph attend?

Benjamin Joseph attended Icfai Business School.

What are some of Benjamin Joseph's interests?

Benjamin Joseph has interest in Golf.

What skills is Benjamin Joseph known for?

Benjamin Joseph has skills like Financial Risk, Portfolio Management, Wealth Management, Private Banking, Investments, Business Planning, Insurance, Banking, Relationship Management, Training, Coaching, Product Support.

Who are Benjamin Joseph's colleagues?

Benjamin Joseph's colleagues are Rekha Rekha, Bharat Kori, Umed Singh, Priya Tiwari, Naresh Kumar, Chandra Shekar Poojary, Lalit Tuteja.

Not the Benjamin Joseph you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.