Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Project
Certification
Timeline
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Nikhil Chandra

Bengaluru

Summary

Dedicated professional in the financial services sector, adept at navigating dynamic markets, and delivering strategic financial solutions. Passionate about optimizing financial performance, mitigating risks, and fostering client success. Eager to collaborate with like-minded professionals, and contribute to the growth and resilience of the financial services industry.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Assistant Manager

Northern Arc Capital
Bengaluru
01.2025 - Current
  • Build and maintain long-term relationships with clients by understanding their financial objectives, and providing financial advice.
  • Recommend suitable investment products and strategies to clients based on their financial goals and risk profiles.
  • Identify, onboard, and manage key institutional and distribution partners to scale investment product distribution.
  • Drive business growth through lead generation, conversion tracking, and pipeline management to meet revenue and partnership KPIs.
  • Gather insights from partners and the market to help inform product development and improve service offerings.
  • Prepare and issue accurate invoices to B2B partners and clients based on agreed commercial terms, ensuring timely billing cycles, and payment tracking.
  • Maintain proper records of invoices, agreements, and billing communications in compliance with internal policies and regulatory standards.

Assistant Manager

India Bond Pvt Ltd.
Bengaluru
10.2023 - 12.2024
  • Providing prospective clients with information on various debt securities
  • Understanding prospective Clients Investment Philosophy in lines with existing Fixed Income portfolio
  • Advising clients on various investment opportunity linked to their risk appetite
  • Assisting and troubleshooting for ensuring smooth KYC in coordination with Operations team and Holding client end to end and Responsible for closing the secondary trade transaction
  • Assisting clients with online applications for Primary Issuances like Debt IPO and SGB
  • Helped senior management plan and carry out daily operations and meet key objectives.
  • Preparing MIS reports for internal use.

Business Operations Associate

GoldenPi Technologies Pvt Ltd
Bengaluru
03.2022 - 09.2023
  • Achieved Total transaction Value (TTV) of 1.5 Billion INR
  • Onboarding and transactions for HNI family account, corporate accounts and trusts
  • Facilitated strong relationships and communication with [High net worth and Retail] B2B and B2C clients
  • Developed customized cash-flows, XIRR calculations and maturity reports for clients
  • Successfully resolved high-level client escalations while prioritising client interests
  • Create Debt portfolios based on the customer’s specific investment goals and needs.

Business Development Executive

Penta Plus Printers Private Limited
09.2020 - 03.2022
  • Identifying and researching opportunities that comes in new and existing markets
  • Preparing and delivering pitches and presentations to potential new clients
  • Maintained a strong network of business contacts that grew significantly
  • Participating in key meeting with the clients, giving some innovative ideas discussing about the business building a good rapport with clients for a good projection
  • On boarding new and affluent partners

Project Coordinator

Access6 Technologies
Bengaluru
06.2019 - 08.2019
  • Work with project team to understand and assist with tracking all work, task and project assignments.
  • Coordinating with clients on daily basis calling to all potential clients and gathering data from them.
  • Tracking and communicating project risks and opportunities.

Education

MBA - Finance

Dayananda Sagar University
06-2020

B.E - Mechanical Engineering

Don Bosco Institute of Technology
2016

Skills

  • Investments & Trading
  • Microsoft Excel
  • Financial analysis
  • Client relationship management
  • Sales monitoring

Accomplishments

  • Was assigned to close more than 100 cr deals in last 1.3 years.
  • Recognised by management for handling client portfolio projects delivering outstanding.
  • Stellar Contributor Award for being customer centric and consistently delivering excellence in on boarding clients
  • Built and nurtured key client relationships to grow profit by 40-50%.
  • Sourced, negotiated and secured bonds and this resulted in quarterly savings.

Personal Project

Stock Market Analysis of Power Sector Securities listed in Bombay Stock Exchange. (02/2020 - 06/2020)

To study fundamental and technical analysis of stocks in the power sector.

To evaluate the performance of the company.

To analyze the movement of stocks.

To evaluate the risk and return of the selected securities. To make a projections on its business performance.

Certification

  • UDEMY-Financial Analyst Course (10/2020 - 06/2020)

Learnt about analyzing the financial data to provide future predictions, Time value of money, Loan Repayments, Financial Ratios, Building a financial modelling.

  • UDEMY-Financial Modelling and Valuation (04/2021 - 06/2021)

Analyzing Income statements, Balance sheets and Cash Flow statements Discounted cash flows , Comparable cash flows and Free cash flows.

  • UDEMY-Advanced Excel

Learnt about different If functions, Lookup functions, Data validations, Mapping, Macros, Pivot data, Charts ,table and slicers.

  • UDEMY-Trading and Investment (04/2021 - 05/2021)

Stock market analysis , Fundamental Analysis, Technical Analysis, Learnt about financial markets and financial instrument.

  • UDEMY-Complete SQL Bootcamp

Learn the basics of SQL syntax, SQL JOIN commands , Learnt to create tables and databases with constraints on data entries

Timeline

Assistant Manager

Northern Arc Capital
01.2025 - Current

Assistant Manager

India Bond Pvt Ltd.
10.2023 - 12.2024

Business Operations Associate

GoldenPi Technologies Pvt Ltd
03.2022 - 09.2023

Business Development Executive

Penta Plus Printers Private Limited
09.2020 - 03.2022

Project Coordinator

Access6 Technologies
06.2019 - 08.2019

MBA - Finance

Dayananda Sagar University

B.E - Mechanical Engineering

Don Bosco Institute of Technology

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Nikhil Chandra