Nashim Akhtar

* Managed customer portfolios, providing personalized investment advice and solutions.

Handled savings accounts and offered a range of banking products to clients.

Developed and maintained strong relationships with clients to drive business growth.

Conducted comprehensive financial planning, risk assessment, and investment strategy development.

Stayed up to date on market trends and regulatory changes to provide informed guidance.

Successfully managed family portfolios, ensuring tailored financial solutions, and wealth growth.

• Managing the customer portfolio, mainly dealing with products like equity mutual funds.
• Increasing mutual funds' AUM.
• Provided personalized investment advice and guidance to the client's financial goals and risk tolerance.
• Conducted regular portfolio reviews and recommended adjustments to optimize clients' investment portfolios.
• Implemented strategies to increase the MTF book.
• Successfully acquired and onboarded new clients, and maintained a strong relationship with existing clients.
• Collaborated with cross-functional teams to address client inquiries, resolve issues, and ensure a seamless client experience.