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Mehulkumar Makasana , Senior Affluent Relationship Manager

Mehulkumar Makasana

Senior Affluent Relationship Manager ·Axis Bank Ltd

India

Master's degree, Advanced Marketing and Finance

Work experience

Total years of experience: 14 years, 7 months

Senior Affluent Relationship Manager

June 2011 - December 2025

Axis Bank Ltd

Rajkot, India

June 2011 - December 2025

• Engaged with clients to assess their financial health, investment goals, tax implications, and risk appetite, ensuring tailored advisory services.
• Developed and managed bespoke investment portfolios across various asset classes, enhancing client satisfaction and retention.
• Conducted in-depth market research and analysis to identify emerging trends and economic indicators, allowing for proactive adjustments to investment strategies.
• Delivered comprehensive performance reports to clients, fostering transparency and trust in investment management.
• Leveraged strong interpersonal skills to build lasting relationships with high-net-worth individuals, positioning myself as a trusted investment advisor.
Company industry:
Banking

Education

Punjab Technical University

May 2011

May 2011

Master's degree, Advanced Marketing and Finance

India

Skills

Deal Sourcing & Origination
Expert
Deal Sourcing & Origination
Expert
Multilingual Dealmaking
Expert
Multilingual Dealmaking
Expert
High-Net-Worth Individual (HNWI) & Family Office Coverage
Expert
High-Net-Worth Individual (HNWI) & Family Office Coverage
Expert
High-Stakes Negotiation
Expert
High-Stakes Negotiation
Expert
Client Relationship Mangement
Expert
Client Relationship Mangement
Expert

Languages

English

Expert

Hindi

Native Speaker

Gujarati

Native Speaker