Nikita Birla

About Nikita Birla

Hello, I\'m Nikita Birla, and I specialise in High Profile Relationship Management in the banking industry. With over 6+ years of dedicated experience, I have honed my skills to exceed business goals while offering unparalleled service.Why I Stand OutGlobal Experience: I\'ve had the privilege of working at the best and the very first branch of HDFC Bank, which ranks as the 4th largest private bank globally.Portfolio Management: I have managed portfolios exceeding $18 million USD, focusing mainly on corporate clients in Mumbai. In my earlier role, I managed an extensive $6 million USD book comprising 300 high net-worth business clients in Mumbai.Elite Clientele: My experience is not limited to the average consumer. I\'ve successfully catered to celebrity clients and esteemed business families in India, understanding the nuances of high-profile financial management.Target Achiever: My role doesn\'t end at maintaining relationships. I\'ve consistently surpassed annual income targets, proving that I can balance quality service with aggressive business objectives.Financial Strategist: Expertise in analysing financial situations and delivering custom investment plans that maximised net contributions for both individuals and family businesses.

Experience

1. Relationship Banker

   Chase

   Nov 2023 — Present

Education

• N. L. Dalmia Institute of Management Studies and Research

  Postgraduate Degree, Finance, General

  2017 — 2019

• Savitribai Phule Pune University

  Bachelor of Commerce - BCom, Marketing/Marketing Management, General

  2013 — 2016