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Arunangshu Borthakur

Axis Bank | Ex-HDFC Bank | Client Relationship & Process Management | MBA

Guwahati

1+ year of work experience

Axis Bank
Jan 20267 mosPresent

Assam, India

Axis Bank
Jan 20267 mosPresent

Manage a high-value portfolio of Priority (HNI/Burgundy/NRI) banking clients, delivering personalised wealth, investment, and liability solutions tailored to individual financial goals and risk appetite. Conduct structured financial needs assessments and risk profiling, recommending investment, insurance, and credit products within SEBI and IRDA regulatory frameworks, ensuring full compliance and suitability. Coordinate cross-functionally across product, credit, and operations teams to resolve complex client requirements and ensure seamless end-to-end service delivery across multiple touchpoints. Operate within a data-driven performance framework (KRA/KPI scoring), consistently meeting targets while demonstrating adaptability in a high-pressure, regulated environment. Leverage NISM 5A and IRDA certifications to provide compliant advisory on mutual funds and insurance products, with sound working knowledge of SEBI directives, RBI guidelines, and product suitability norms.
Axis Bank
Jan 20267 mosPresent

Manage a high-value portfolio of Priority (HNI/Burgundy/NRI) banking clients, delivering personalised wealth, investment, and liability solutions tailored to individual financial goals and risk appetite. Conduct structured financial needs assessments and risk profiling, recommending investment, insurance, and credit products within SEBI and IRDA regulatory frameworks, ensuring full compliance and suitability. Coordinate cross-functionally across product, credit, and operations teams to resolve complex client requirements and ensure seamless end-to-end service delivery across multiple touchpoints. Operate within a data-driven performance framework (KRA/KPI scoring), consistently meeting targets while demonstrating adaptability in a high-pressure, regulated environment. Leverage NISM 5A and IRDA certifications to provide compliant advisory on mutual funds and insurance products, with sound working knowledge of SEBI directives, RBI guidelines, and product suitability norms.
HDFC Bank
Jun 20239 mosFeb 2024

Arunachal Pradesh, India

Vantage Circle - Global Employee Engagement Platform
Jul 20223 mosSep 2022

Guwahati, Assam, India

Education

NISM-Series-V-A CERTIFICATE, Mutual funds in the Indian securities market.

National Institute of Securities Markets (NISM)

Gauhati university

Master of Business Administration - MBA, Marketing

Gauhati university

20212 yrs2023

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Headline

Axis Bank | Ex-HDFC Bank | Client Relationship & Process Management | MBA

About

I'm a results-driven professional with hands-on experience in client relationship management, onboarding, and sales support across BFSI and insurance domains. With a strong foundation in operations, market research, and team leadership, I’ve consistently exceeded targets and improved customer engagement.

Location

Guwahati

Work experience

Deputy Manager at Axis Bank, Jan 2026 - Present · 7 mos, Assam, India

Priority Relationship Manager at Axis Bank, Jan 2026 - Present · 7 mos, Manage a high-value portfolio of Priority (HNI/Burgundy/NRI) banking clients, delivering personalised wealth, investment, and liability solutions tailored to individual financial goals and risk appetite. Conduct structured financial needs assessments and risk profiling, recommending investment, insurance, and credit products within SEBI and IRDA regulatory frameworks, ensuring full compliance and suitability. Coordinate cross-functionally across product, credit, and operations teams to resolve complex client requirements and ensure seamless end-to-end service delivery across multiple touchpoints. Operate within a data-driven performance framework (KRA/KPI scoring), consistently meeting targets while demonstrating adaptability in a high-pressure, regulated environment. Leverage NISM 5A and IRDA certifications to provide compliant advisory on mutual funds and insurance products, with sound working knowledge of SEBI directives, RBI guidelines, and product suitability norms.

Banking Relationship Manager at Axis Bank, Jan 2026 - Present · 7 mos, Manage a high-value portfolio of Priority (HNI/Burgundy/NRI) banking clients, delivering personalised wealth, investment, and liability solutions tailored to individual financial goals and risk appetite. Conduct structured financial needs assessments and risk profiling, recommending investment, insurance, and credit products within SEBI and IRDA regulatory frameworks, ensuring full compliance and suitability. Coordinate cross-functionally across product, credit, and operations teams to resolve complex client requirements and ensure seamless end-to-end service delivery across multiple touchpoints. Operate within a data-driven performance framework (KRA/KPI scoring), consistently meeting targets while demonstrating adaptability in a high-pressure, regulated environment. Leverage NISM 5A and IRDA certifications to provide compliant advisory on mutual funds and insurance products, with sound working knowledge of SEBI directives, RBI guidelines, and product suitability norms.

Relationship Manager BBWC at HDFC Bank, Jun 2023 - Feb 2024 · 9 mos, Arunachal Pradesh, India

Intern at Vantage Circle - Global Employee Engagement Platform, Jul 2022 - Sep 2022 · 3 mos, Guwahati, Assam, India

Education

NISM-Series-V-A CERTIFICATE, Mutual funds in the Indian securities market., National Institute of Securities Markets (NISM)

Master of Business Administration - MBA, Marketing, Gauhati university

Arunangshu Borthakur - Deputy Manager in Guwahati | Tal