Summary
Overview
Work history
Education
Skills
Certification
Timeline
Generic

Nikhil Jangam

Bhopal ,India

Summary

Experienced Team Leader with a strong focus on delivering exceptional client support and resolving issues effectively. Bilingual with excellent English communication skills, ensuring clear and efficient interactions with clients and team members. Skilled in troubleshooting and providing solutions in high-pressure environments. Proven ability to lead and supervise teams while promoting quality assurance and fostering positive interpersonal relationships. with proactive attitude towards problem-solving. Ready to use and develop negotiation, empathy, and organisational abilities Driven professional with knack for analytical thinking and financial modelling. Expertise in data analysis combined with strong communication skills make this professional well-suited for financial forecasting and reporting. Ready to contribute to strategic decision-making and drive financial growth.

Overview

2
2
years of professional experience
1
1
Certification

Work history

Team leader

01.2025 - Current
  • Client Management & Market Analysis: Handle client portfolios, conduct market research, analyze mutual funds, and review all types of financial products for better investment decisions
  • Service & Query Resolution: Ensure prompt client support, resolve queries related to mutual funds, and maintain high service standards
  • Business Growth & Team Handling: Acquire new clients, drive revenue growth, and lead the team to enhance productivity and client satisfaction.

Tradetron TT Assistant

08.2023 - 10.2024
  • managing algorithm trading strategies according to the market trends
  • Interacted with more than 15 high net worth client and manages their portfolio, making financial reports and maintaining financial dashboards
  • Creation of excels files according to the client needs
  • Invoicing,collections and reconciliations of the process.

Education

B Com Hons - Finance And Management

Institute For Excellence in higher education
05/2020 - 05/2023

St. Paul Sr. Sec School

Skills

  • Financial modelling
  • client support
  • Mutual fund and equity reserach analysis
  • Team building
  • Attention to detail
  • Financial analysis
  • ms excel
  • python
  • Strong Analytical skill
  • stock Market research
  • english comminucation
  • KPI management
  • technical analysis
  • financial derivatives

Certification

  • Investment banking course from intellipath (IIT madras)
  • Financial modelling & valuation course from Job Aaj learning
  • Option trading and technical analysis course from Job Aaj learning
  • Virtual investment banking program from JP Morgan Chase and Bank of America

Timeline

Team leader

01.2025 - Current

Tradetron TT Assistant

08.2023 - 10.2024

B Com Hons - Finance And Management

Institute For Excellence in higher education
05/2020 - 05/2023

St. Paul Sr. Sec School
Nikhil Jangam