Nikhil Mahato

Experience

• 

  Indiabulls Ventures Limited

  Aug 2019 - Oct 2019

  Management Trainee
• 

  Paisabazaar

  Nov 2019 - Jan 2021

  • Collaborate with clients to establish financial objectives and tailor personalized portfolios based on their goals and risk tolerance, ensuring alignment with their unique financial aspirations. • Maintain consistent client communication and adjust their mutual fund portfolios regularly to align with their evolving needs and preferences.

  • Mutual Funds Advisor

    Apr 2020 - Jan 2021

  • Sales Consultant

    Nov 2019 - Mar 2020
• 

  Wise Finserv

  Jan 2021 - May 2021

  Relationship Manager

  • Tailoring bespoke financial plans to clients' profiles by leveraging a diverse range of financial products, including mutual funds, bonds, structured products, insurance, and FDs.• Ensuring timely adjustment of clients' portfolios in response to market conditions, while considering factors such as taxation, retirement savings goals, and return expectations.

• 

  Ameriprise Financial Services, LLC

  Jun 2021 - now

  • Overseeing a portfolio of 1,000 clients and supervising a team of 4 analysts• Prepare comprehensive financial plans by analyzing net worth, cash flows, and financial goals accurately.• Collaborate with the Onshore US Team, providing insights and recommendations based on financial analysis.• Guide and pitch advisors on product recommendations to enhance clients' financial plans and generate additional commission for the organization.• Act as Subject Matter Expert (SME) for Annuity and PAR (Peter A. Ramsay) deliverables within the team.• Develop financial plans for new investment strategies, evaluating budgets and expenses for improvements.• Analyze expense reports with YTD budget, actuals, and variances for corporate functions.• Ensure quality, accuracy, and timeliness of reports and budgets, specializing in US financial products.• Create robust financial reporting systems summarizing organization's financial position. Show less

  • Senior Financial Planning Analyst

    Feb 2023 - now

  • Financial Planning Analyst

    Jun 2021 - Jan 2023