Nigar Mirza
Equity Relationship Manager | HNI Client Advisory | Portfolio Management | Market Insights | Investment Strategies|Ex -Kotak Securities Ltd|Ex-Hdfc Bank Ltd|
- Role
- Equity Relationship Manager at Icici Securities
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Nigar Mirza
Finance professional with experience in equity advisory, HNI portfolio management, and retail bankingCurrent – ICICI Securities: Manage HNI client portfolios Deliver research-driven recommendations Execute trades & ensure compliance Focus on portfolio growth & revenue optimizationPrevious – Kotak Securities: Provided equity research Cross-sold mutual funds & insurance,SLBM,smallcase Optimized client portfolios•First Role – HDFC Bank:• Assisted clients with consumer durable loans• Ensured smooth approvals & high client satisfactionPassionate about financial markets and long-term wealth creation.
Experience
Equity Relationship Manager
Sep 2024 — Present · Mumbai, IN
Provide HNI clients with tailored equity recommendations.Monitor accounts daily; proactively manage limits & shortfalls.Execute client orders and optimize portfolio performance.Expand MTF book and drive revenue growth.Conduct post-market meetings; share market insights, sector updates, news & events.Ensure compliance with regulatory & internal policies.Resolve demat/trading account queries efficiently.Communicate corporate actions & critical updates.
Education
University of Mumbai
BMS, Marketting
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