Nikhil Kumar
NISM CERTIFIED || MBA Finance & Marketing || Investment Manager at FundsIndia || Ex Aditya Birla Capital || Ex ICICI Prudential
- Role
- Investment Manager at FundsIndia
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Nikhil Kumar
Financial services professional with experience across investment operations, mutual…
Experience
Investment Manager
Mar 2025 — Present · Bengaluru, IN
ROLES & RESPONSIBILITIES-• Portfolio Management – Manage and optimize investment portfolios for HNI clients by conducting market research and risk analysis with portfolio performance to achieve client financial goals.• Customer Support – Provide assistance and guidance to HNI clients through CRM Software to enhance sales and operational efficiency.• Relationship Building – To built and maintain strong HNI client relationship through effective communication and financial planning.• Problem Solving – To deliver and identify inefficiency in investment strategies and implement through data driven solution also improve decision making process improvement to both HNI existing and new customers.
Education
Central Academy Schools
10th
Central Academy Schools
12th
Chandigarh Group Of Colleges
Master of Business Administration - MBA, Finance and Marketing
University of Lucknow
Bcom hons, Business Administration and Management, General
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