Nikhil G Gohil
Vasai (East) Palghar
Summary
Service Manager with extensive experience at IIFL Capital Services Ltd., specializing in client relationship management and revenue generation. Demonstrated expertise in strategic planning and team leadership, resulting in substantial business growth through innovative service strategies. Achievements include improved client satisfaction and enhanced operational efficiency in competitive environments.
Overview
23
23
years of professional experience
2
2
Certifications
Work History
Relationship Manager
**IIFL Capital Services Ltd.**
Mumbai
05.2022 - Current
- Lead client servicing and business development initiatives, ensuring client satisfaction and relationship retention.
- Generate brokerage revenue through equity, PMS, AIF, Mutual funds, and insurance sales.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Implement effective service strategies to improve customer experience and operational efficiency.
- Analyzed client needs to provide tailored financial solutions and services.
- Developed strong client relationships through regular communication and feedback sessions.
Business Development Manager
**IIFL Capital Services Ltd.**
Mumbai
04.2021 - Current
- Acquired and managed Authorized Persons (Sub-brokers) to generate brokerage and distribution revenue.
- Advised clients on investment schemes and financial products.
- Conducted training sessions on market trends, economic updates, and product knowledge.
- Managed a team of RMs and dealers; conducted weekly meetings to monitor performance.
- Organized corporate and community events to enhance brand recognition.
Business Development Manager
**Angel Broking Ltd., Mumbai**
Mumbai
01.2015 - 04.2021
- Acquired and managed sub-brokers, driving brokerage and revenue growth.
- Provided investment advisory and support to clients and business partners.
- Led a team of BDMs, conducting training and weekly performance reviews.
- Organized corporate events and promotional activities to increase business visibility.
- Recognized with multiple awards for top performance and client servicing excellence.
Sales Team Manager
**Angel Broking Ltd., Mumbai**
Mumbai
03.2008 - 04.2010
- Managed direct sales of Demat and Trading Accounts in BSE/NSE/FO segments.
- Promoted insurance and mutual fund products through direct and reference-based sales.
- Practical experience using ODIN terminal for client trading operations.
Office Assistant, Marketing Dept.
**C. Mahendra Exports, Mumbai**
Mumbai
07.2002 - 12.2007
- Handled back-office operations, inventory management, and daily stock reporting.
- Coordinated office administration, email correspondence, and report preparation.
- Assisted in cost chart data preparation and accounting-related activities.
Education
MBA - Finance
Suresh Gyan Vihar University
Rajasthan03-2025
Bachelor of Commerce -
University of Mumbai
MUMBAI01.2005
Skills
- Client relationship management
- Brokerage and revenue generation
- Team Leadership & Training
- Financial Consulting & Risk Management
- PMS, AIF, Mutual Funds & Insurance Sales
- Customer Service Excellence
- Strategic Planning & Business Development
- Problem solving
- Negotiation skills
- Performance monitoring
- Financial advisory
- Business development
Certification
NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination.
Personal Information
- Date of Birth: 16 September 1980
- Nationality: Indian
- Marital Status: Married
Languages
English, Hindi, Gujarati, Marathi
Hobbies and Interests
Reading books, playing cricket, listening to music
Achievements & Awards
Promoted from Executive to Unit Manager within 1.5 years., Received 15+ performance awards, certificates, and trophies at the national level in Angel Broking., 3-times foreign trip winner for highest sub-broker acquisitions (Pan India, 2017, 2018 and 2019).
Timeline
Relationship Manager
**IIFL Capital Services Ltd.**
05.2022 - Current
Business Development Manager
**IIFL Capital Services Ltd.**
04.2021 - Current
Business Development Manager
**Angel Broking Ltd., Mumbai**
01.2015 - 04.2021
Sales Team Manager
**Angel Broking Ltd., Mumbai**
03.2008 - 04.2010
Office Assistant, Marketing Dept.
**C. Mahendra Exports, Mumbai**
07.2002 - 12.2007
MBA - Finance
Suresh Gyan Vihar University
Bachelor of Commerce -
University of Mumbai