Kiran Radhakrishnan

Senior Manager – Finance & Client Services | Wealth Management, Investment Operations & Data-Driven Financial Leadership

Role
Senior Manager- Wealth at Nuvama Wealth
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kiran Radhakrishnan

I am a dynamic, results-driven finance leader with over 6 years of expertise in wealth…

Experience

  1. Senior Manager- Wealth

    Nuvama Wealth

    Jul 2024 — Present · Mumbai, IN

    Client Onboarding & Account Setup: Lead comprehensive onboarding for HNI & UHNI clients, ensuring impeccable data accuracy and compliance with regulatory standards. Risk Assessment & Reporting: Conduct in-depth portfolio reviews and risk assessments that drive strategic investment decisions. Operational Excellence: Implement cross-functional process improvements to optimize workflows and reduce errors. Relationship Management: Cultivate robust client relationships through tailored investment solutions and proactive service.

Education

  • Amet University Chennai

    BBM Shipping, Maritime Studies

    2014 — 2017

  • Amity University Mumbai

    Master of Business Administration - MBA, International Business- Finance

    2017 — 2019

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Kiran Radhakrishnan — Senior Manager- Wealth at Nuvama Wealth in Mumbai, MH, IN | Unifers