Nikhil Kumar

Investment Manager @FundsIndia

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.

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