Lakhan Padia
Bangalore
Summary
Proven Wealth Manager with a track record of enhancing client satisfaction through personalized financial strategies and robust portfolio management at Nuvama Wealth and Management. Excelled in business development and financial planning, significantly improving team efficiency and client asset allocation. Skilled in investment advice and fostering team agility, demonstrating exceptional problem-solving and strategic planning abilities.
Overview
3
3
years of professional experience
Work History
Wealth Manager
Nuvama Wealth and Management
Bangalore
05.2024 - Current
- Company Overview: Proven Wealth Manager with a track record of enhancing client satisfaction through personalized financial strategies and robust portfolio management at Nuvama Wealth and Management
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management
- Proven Wealth Manager with a track record of enhancing client satisfaction through personalized financial strategies and robust portfolio management at Nuvama Wealth and Management
Manager
Kotak Mahindra Bank
Bangalore
02.2023 - 04.2024
- Accomplished multiple tasks within established timeframes
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground
- Cross-trained existing employees to maximize team agility and performance
Assistant Manager
Axis Bank
Bangalore
03.2022 - 07.2022
- Improved team efficiency by streamlining processes and implementing innovative management strategies
- Identified areas for improvement within the department, implementing strategic initiatives to address gaps in performance or resources
- Collaborated with cross-functional teams to drive business growth and achieve corporate objectives
Education
PGPM - Finance & Marketing
ICFAI Business School
Bangalore05.2019
BBA - Finance & Marketing
Utkal University
Bhubaneswar04-2016
Skills
- Mutual funds
- Business Development
- Savings accounts
- Investment advice
- Financial planning
- Insurance decisions
Timeline
Wealth Manager
Nuvama Wealth and Management
05.2024 - Current
Manager
Kotak Mahindra Bank
02.2023 - 04.2024
Assistant Manager
Axis Bank
03.2022 - 07.2022
PGPM - Finance & Marketing
ICFAI Business School
BBA - Finance & Marketing
Utkal University