Nikhil Tiwari
Senior Relationship Manager @Bajaj Capital Ltd
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WORK HISTORY
Senior Relationship Manager @Bajaj Capital Ltd
Delhi, IN
Managing and growing client portfolios (HNI & Retail).• Providing investment solutions - Mutual Funds, Bonds, ULIPs, Term & Health Insurance.• Helping clients with financial planning - pre & post retirement, child education, and wealth creation.• Conducting financial assessments and recommending best market options.• Ensuring client satisfaction through regular reviews and portfolio management.• Achieving monthly sales and revenue targets.
EDUCATION
School of Open Learning (DU SOL), University of Delhi
Bachelor of Commerce - BCom
ABOUT NIKHIL TIWARI
Dynamic and result-oriented sales professional with 2+ years of experience in investment…
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