Hassan Nihal
Account Manager
- Role
- Account Manager at Anand Rathi Wealth Limited
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
Experience
Account Manager
Dec 2023 — Present · Bengaluru, IN
Oversee end-to-end operations and client lifecycle management for HNI and UHNI clients, ensuring seamless onboarding, documentation, compliance, and ongoing service delivery.• Strategize and implement personalized investment plans by aligning client objectives with suitable financial instruments across equity, debt, and structured products.• Collaborate with internal teams—product, compliance, operations, and research—to drive process efficiency, ensure timely execution, and maintain high service standards.• Monitor portfolio performance and market trends to advise on timely rebalancing, risk mitigation, and opportunity capture.• Act as a central point of contact for client communication, resolving queries, and managing escalations while maintaining strong, trust-based relationships.• Managed end-to-end documentation processes including KYC, FATCA, and product-specific agreements with a focus on compliance and accuracy.
Education
SP Jain School of Global Management - Dubai, Mumbai, Singapore & Sydney
MGB, Finance, General
Entrepreneurship Development Institute of India
Business Administration and Management, General
2013 — 2016
Jain (Deemed-to-be University)
Bachelor’s Degree, Business/Commerce, General
2012 — 2016
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