Nikhil Agrawal
Financial Advisor
Toronto,Ontario
Summary
Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.
Overview
3
3
Languages
3
3
Certificates
4
4
years of post-secondary education
9
9
years of professional experience
Work History
Senior Personal Banker
Citibank N.A
India
03.2020 - Current
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Managed all account needs for 127 high-worth clients with more than $2.5M in yearly revenue.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Highlighted progress and established new goals by performing portfolio review for over 85 clients.
- Provided primary customer support to internal and external customers.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
Small Business Advisor
OfBusiness
India
01.2019 - 03.2020
- Met with small business owners to discuss organizations, what each hoped to achieve and what products and services would be offered.
- Crafted business plans that identified long term company goals and also detailed smaller goals to keep organization on track.
- Retained and strengthened current relationships and developed new business through various channels such as cross-sell and referrals.
- Identified prospects, evaluated financial needs and developed new business opportunities through superior consultative and negotiation skills.
- Increased annual revenue by 124 % by recommending improvements in disbursement efficiency
Senior Financial Advisor
Axis Bank Ltd
India
03.2018 - 01.2019
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Researched current trends to identify prospective customers and determine specific needs.
- Worked with clients to address and respond to client and partnership management issues.
- Managed over 20 customers call per day for product quires.
Financial Advisor
ICICI Bank Ltd
, India
05.2015 - 03.2018
- Worked with wealth management and asset departments to facilitate communication and deliver personalized solutions to customers.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Educated customers about mutual funds, insurance and portfolio management services options and processed purchases.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Increased sales by 18% year on year through new customer acquisition.
Administrative Manager
Precitech Forgings and Engineering Pvt Ltd
India
11.2011 - 04.2013
- Communicated corporate objectives to various divisions to meet deadlines and adhere to company budgets.
- Assigned tasks and directed team of office clerks.
- Delivered performance reviews, recommending additional training or advancements.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Designed office space and worked with construction and utility contractors.
Education
MBA - Finance And Banking
IBS Bangalore
Bangalore 06.2013 - 03.2015
Bachelor of Commerce - Accounting And Business Management
D G Vaishnav
Chennai 04.2009 - 03.2011
Skills
Banking
Portfolio assessment
Financial advisement
Investment planning
Mutual funds and liabilities
Retirement needs
Financial product knowledge
Relationship building and management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
How many ideas have there been in the history of the human race that were unthinkable ten years before they appeared?
Fyodor Dostoevsky
Certification
Canadian Security Course - Level 1
Timeline
Conduct of practice and handbook
09-2022
Canadian Security Course - Level 1
08-2022
Canadian Security Course - Level 2
08-2022
Senior Personal Banker
Citibank N.A
03.2020 - Current
Small Business Advisor
OfBusiness
01.2019 - 03.2020
Senior Financial Advisor
Axis Bank Ltd
03.2018 - 01.2019
Financial Advisor
ICICI Bank Ltd
05.2015 - 03.2018
MBA - Finance And Banking
IBS Bangalore
06.2013 - 03.2015
Administrative Manager
Precitech Forgings and Engineering Pvt Ltd
11.2011 - 04.2013
Bachelor of Commerce - Accounting And Business Management
D G Vaishnav
04.2009 - 03.2011