Nikhil Kedia
Mumbai
Summary
Hands-on, client-oriented banking professional implements creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis.
Overview
11
11
years of professional experience
Work History
Financial Services Representative
Choice International private limited
Mumbai
06.2022 - Current
- Fostered relationships with new and existing customers through excellent customer service skills.
- Educated customers about different types of products available from the company's portfolio.
- Ensured that all customer inquiries were answered promptly and completely.
- Assisted clients in understanding complex financial concepts and instruments.
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
- Developed and implemented strategies for financial planning, investments, and retirement.
Senior Manager
Square Enterprises
Palghar
03.2017 - 03.2020
- Identified areas of improvement within existing operations through process analysis and benchmarking studies.
- Analyzed data from market research surveys to identify trends and develop actionable insights for organizational growth.
- Managed a team of 10+ employees by providing guidance, setting goals and objectives, delegating tasks, and monitoring performance.
- Developed and implemented strategies to improve operational efficiency, reduce costs, and increase productivity.
Sales Manager
Shree Shakmabhari garments
MUMBAI
12.2013 - 03.2017
- Participated in negotiations with vendors regarding product purchases or contracts.
- Analyzed customer data to identify trends, preferences, and opportunities for growth.
- Created and presented monthly reports to management on sales performance.
- Provided technical support for customers when needed, answering questions about product features and capabilities.
- Collaborated with marketing team to create promotional materials for target customers.
- Maintained accurate records of all transactions between customers and company representatives.
- Managed daily operations of sales department, including supervision of staff members.
- Developed and implemented sales strategies to increase market share.
- Identified and developed new markets for products or services.
Education
HSC Pass - 12th Pass
Thakur College of Science And Commerce
Mumbai03-2011
Some College (No Degree) - Hotel Management
Rizvi College of Hotel Management
MumbailSkills
- Account Maintenance
- Customer Relationship Management
- Sales Goals
- Investment strategies
- Financial Services
- Financial Markets
- Insurance knowledge
- Life Insurance
- Portfolio Management
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Timeline
Financial Services Representative
Choice International private limited
06.2022 - Current
Senior Manager
Square Enterprises
03.2017 - 03.2020
Sales Manager
Shree Shakmabhari garments
12.2013 - 03.2017
HSC Pass - 12th Pass
Thakur College of Science And Commerce
Some College (No Degree) - Hotel Management
Rizvi College of Hotel Management
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