Nishant Mishra
Mumbai
Summary
A highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. A hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Corporate Wealth Manager
Nuvama Wealth
Mumbai
10.2023 - Current
- Conducted financial analysis of clients' portfolios to identify and recommend appropriate investment strategies.
- Provided comprehensive wealth management services to high-net-worth individuals, including asset allocation, retirement planning and tax management.
- Monitored the performance of existing investments and recommended changes when necessary.
- Communicated regularly with clients regarding any changes or updates in the status of their investments.
Associate Manager
Standard Chartered Bank
Mumbai
12.2022 - 10.2023
- Monitored customer complaints and provided timely solutions to improve customer experience.
- Implemented customer service standards across all departments in the organization.
- Handled responsibilities successfully in the manager's absence.
Imperia Portfolio Manager
HDFC Bank
Mumbai
11.2020 - 10.2022
- Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
- Maintained updated records of transactions and adjusted portfolios accordingly.
- Coached junior team members on best practices for managing portfolios effectively.
Marketing Executive
Avinash Jewellers
Mumbai
04.2018 - 02.2020
- Managed relationships with external vendors, agencies, and suppliers to ensure effective delivery of services.
- Conducted market research to identify consumer trends and preferences.
- Organized promotional events such as conferences, trade shows, and product launches.
- Analyzed customer feedback to improve the quality of products and services.
Education
Master of Business Administration - Finance
Symbiosis International University
01-2026
Master of Commerce - Business Administration and Management, General
University of Mumbai
01-2021
Bachelor of Management studies - Business Administration And Management
University of Mumbai
01-2019
HSC - Commerce
S.M. Shetty College
01-2016
SSC -
St.Xaviers High School
01-2014
Skills
- Asset Allocation
- Client Retention
- Tax planning
- Financial Planning
- Portfolio Management
- Investment strategies
- Business Development
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification
- NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification
- Insurance Regulatory and Development Authority of India (IRDAI)
Timeline
Corporate Wealth Manager
Nuvama Wealth
10.2023 - Current
Associate Manager
Standard Chartered Bank
12.2022 - 10.2023
Imperia Portfolio Manager
HDFC Bank
11.2020 - 10.2022
Marketing Executive
Avinash Jewellers
04.2018 - 02.2020
Master of Business Administration - Finance
Symbiosis International University
Master of Commerce - Business Administration and Management, General
University of Mumbai
Bachelor of Management studies - Business Administration And Management
University of Mumbai
HSC - Commerce
S.M. Shetty College
SSC -
St.Xaviers High School
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