Nikita Dubey
Manager at Idfc First Bank @IDFC FIRST Bank
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WORK HISTORY
Manager at Idfc First Bank @IDFC FIRST Bank
Thane, IN
Managed a portfolio of 950+ HNI clients with an AUM of over ₹70 Cr, delivering customized wealth and investment solutions.Advised clients on mutual funds, insurance, loans, and financial planning, ensuring portfolio diversification and long-term growth.Consistently exceeded sales and revenue targets, contributing significantly to branch profitability.Ensured strict adherence to AML/KYC compliance while maintaining high client satisfaction levels.
EDUCATION
University of Mumbai
Bachelor of Commerce - BCom
ABOUT NIKITA DUBEY
Banking professional with over 5.5 years of experience in relationship management and…
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