Nikhil Chhabra

Experience

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  Symbiosis Centre for Management Studies- Pune

  Feb 2020 - Aug 2022

  Placement Coordinator - Placement Cell

  - Reaching out to organizations for recruitment and corporate tie-ups.- Maintaining and extending relations with existing recruiters.- Facilitating logistics and administration for on-campus recruitment drives.

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  The Tarzan Way

  Jul 2020 - Sept 2020

  Digital Marketing Associate

  - Spearheaded the organization's LinkedIn marketing, which included - curating engaging content for the platform and tracking the growth through analytics.- Handled the On-Page and Off-Page SEO practices of the company website.

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  Nativ Chefs

  Feb 2021 - May 2021

  Business Analytics Intern

  - Worked on curating strategic expansion plans - both short-term & long-term.- Assisted in streamlining and optimizing the internal operational processes.- Prepared comprehensive reports on - customer classification and segmentation.

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  WhiteCollar

  Apr 2021 - Feb 2022

  Co-Founder

  - Founded WhiteCollar – was a company created to remove friction from the process of personal branding in the professional strata.- Individual responsibilities - spearheading the growth initiatives, managing the finances and optimizing internal processes.

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  BNR Capital Services Pvt. Ltd. - India

  May 2021 - Jul 2021

  Brokerage Operations Intern

  •Gained proficiency in fulfilling client orders and manned the trading desk across variousplatforms and asset classes.•Worked towards physical verification of clients’ identity and ascertained financial health, aswell assisted the accounts team in various back-office functions.

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  Credit Suisse

  Jul 2022 - Jul 2023

  ENO @ Account Lifecycle Management

  - Facilitated end-to-end account management, spearheading the opening and closure of securities and cash accounts for private banking clients in the APAC region- Underwent extensive training to understand intricate processes to ensuring compliance with internal & external regulations for both international & domestic clients. Also, assisted in the performance tracking of 10+ Agent Banks, reporting bimonthly directly to the stakeholders, as part of Account Life Cycle Management

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  Billion BaseCamp

  Jul 2023 - now

  Wealth Planner

  - In my capacity as Global Wealth Planner, I conduct in-depth financial analysis and develop personalized wealth management and Tax Optimisation strategies for HNI clients, ensuring alignment with their unique goals and risk tolerance. Additionally, I provide guidance on investments, estate planning, tax management, and philanthropy, while also staying abreast of global market trends to identify opportunities and risks for informed investment decisions.- I also serve as a key member of the family office responsible for managing the wealth and financial affairs of the proprietors of a prestigious technology services company in Pune, offering specialized expertise in financial analysis, wealth management, and strategic planning aligning with their long term and short-term financial goals Show less