Summary
Overview
Work History
Education
Skills
Websites
Certification
Software
Timeline
Hi, I’m

NIKHIL NAGDEV

Finance and Operations
Vadodara,GJ
NIKHIL NAGDEV

Summary

Result-driven Finance and Operations Professional with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.

Overview

4
years of professional experience
1
Certification

Work History

Fidelity Investments

Client Specialist
08.2022 - 01.2023

Job overview

  • Provided suggestions for process, application or documentation improvement.
  • Maintained detailed records of all client interactions, transactions, and correspondence, ensuring easy retrieval of information when needed and promoting transparency in communication across the team.
  • Managed multiple accounts simultaneously, prioritizing tasks effectively to meet deadlines and achieve goals.
  • Developed strong relationships with key clients, resulting in increased revenue and repeat business.

Wealthsimple Investments inc.

Associate Client Experience
06.2022 - 06.2023

Job overview

  • Interacting with investment and trade clients through various channels to provide support on products such as trade, auto pilot investments, portfolios and cash platform of Wealthsimple
  • Spearheaded initiatives to improve overall client experience, including staff training and process improvements.
  • Evaluated client feedback data to identify areas of improvement and prioritized resources accordingly, resulting in continuous enhancement of the customer experience.
  • Achieved and maintained above 90% on a consistent basis in all aspects of performance indicators.

CIBC

Financial Services Representative
11.2019 - 05.2022

Job overview

  • Advised clients on favorable investment opportunities to meet established financial goals.
  • Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
  • Delivered consistent results within compliance guidelines while meeting quarterly sales quotas.
  • Advised clients on retirement planning options such as RRSPs or annuities based on individual goals.
  • Ensure that they are aware of digital platforms and guide them on using those for their daily banking needs.

N.N Emporium

Sales Representative
3 2016 - 10.2017

Job overview

  • Sell and promote store merchandise and deliver business results
  • Assist store management in completing the sales generation and operational functions of the store
  • Work towards a goal with an emphasis on service quality and customer satisfaction
  • Maintaining a positive and professional attitude toward customers with proven customer satisfaction.

Education

George Brown College
Toronto, ON

Financial Planning

University Overview

Post-graduate certificate

George Brown College
Toronto, ON

International Business Management

University Overview

Post-graduate certificate

Maharaja Sayajirao University

Bachelor of Commerce from Accounting and Finance

University Overview

Skills

Financial Product Sales

Websites

Certification

Investment Funds in Canada (IFIC), Aug'19, Canadian securities institute, Toronto, ON

Software

Zendesk

Jira

MS Office

Other CRM

Timeline

Client Specialist
Fidelity Investments
08.2022 - 01.2023
Associate Client Experience
Wealthsimple Investments inc.
06.2022 - 06.2023
Financial Services Representative
CIBC
11.2019 - 05.2022
Sales Representative
N.N Emporium
3 2016 - 10.2017
George Brown College
Financial Planning
05.2019
George Brown College
International Business Management
Maharaja Sayajirao University
Bachelor of Commerce from Accounting and Finance

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NIKHIL NAGDEVFinance and Operations