Nikhil kumar Behera

Created financial models to analyze and evaluate investment strategies.

- Monitored and addressed dedicated HNI client portfolios for banking and investment requirements, ensuring personalized financial solutions.

- Cultivated and nurtured long-term relationships with clients, serving as a trusted advisor and primary point of contact for all financial matters.

- Implemented proactive communication strategies to keep clients informed about market trends, investment opportunities, and portfolio performance.

- Collaborated with internal teams to deliver seamless banking services, including asset allocation, investment planning, and risk management.

- Conducted comprehensive financial reviews and conducted regular portfolio rebalancing to align with clients' evolving financial goals and risk tolerance.

- Identified cross-selling opportunities and introduced clients to additional banking products and services, resulting in increased revenue streams and enhanced client satisfaction.

- Acted as a liaison between clients and investment research teams, ensuring clients had access to timely and relevant market insights and investment recommendations.

- Led client meetings and presentations to review portfolio performance, discuss investment strategies, and address any questions or concerns.

- Stayed abreast of industry regulations and compliance standards, ensuring adherence to all legal and regulatory requirements in client interactions and portfolio management activities.

• Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
• Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
• Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
• Optimized branch inventory management practices for improved product availability and reduced stock obsolescence costs.
• Submitted loan applications to underwriter for verification and recommendation.
• Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
• Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
• Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
• Created financial dashboards to provide insights into key performance indicators.