Nikhil Anand
Driving Digital Transformation & Adoption | Product & Strategy | AI & WealthTech | Anand Rathi Wealth | IIM Visakhapatnam
- Role
- Product Specialist at Anand Rathi Wealth Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Nikhil Anand
With 6+ years of experience, I currently lead digital transformation projects at Anand Rathi Wealth, turning manual processes into digital workflows. Helping teams adopt new IT systems and building digital processes like online Demat opening, Digital LAS, Prospect management, set-up of CRM system, and working closely with business heads and developers to drive adoption and continuous improvements.I enjoy solving business problems. My experience across Business, Tech, and AI helps me create simple, practical solutions that improve workflows and how clients experience our services.I did my MBA from IIM Visakhapatnam, where I gained solid knowledge in finance, marketing, product management, and strategy. Before that, I spent over 4 years as a Sales Team Lead in the IT, SaaS, and e-learning sectors, leading teams, improving performance, and working with over IT professionals.I’m always open to connecting with new professionals. You can reach me at n••••••••@iimv.ac.in.
Experience
Product Specialist
May 2024 — Present · Mumbai, IN
Work with different teams to identify challenges in IT and business processes, find solutions, and implement improvements by coordinating with all stakeholders.Lead the CRM/Workstation system setup to ensure smooth integration with business operations and train teams across all branches.Manage client funds, explain and upsell clients with SIP investment strategies, and help clients grow their wealth through mutual funds and SIPs. Also, how to rebalance their investment allocation.Collaborate with product teams (Equity Mutual Funds, MF Research, Real Estate, Estate Planning, Leverage, Net Mobilisation, etc.) and Relationship Managers to improve workflow and efficiency.
Education
Delhi Public School
10th 12th Highschool, Science
1999 — 2013
Bangalore Institute of Technology
Bachelor of Engineering - BE, Electrical and Electronics Engineering
2014 — 2018
Indian Institute of Management Visakhapatnam
Master of Business Administration - MBA, Business Administration and Management, General
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