Nikesh Patel

Background

About Nikesh Patel

ICICI SECURITIESAugust 2022 - December 2023- Led a $50 million AUM portfolio with a 5 member team, fostering relationships with clients- Spearheaded seamless onboarding of new accounts in a brokerage whilst cultivating cross selling - Research and resolve product related issues for customer ensuring critical supportAU Small Finance Bank LtdMarch 2021 - July 2022- Assist clients with asset allocation post thorough assessment of their investments- Training new associates with the product as well as daily operating procedures- Interact with clients proactively so as to understand their financial goals- Sell products tailored to mobilize client’s needs and subdue book penetrationIndusInd Bank LimitedDecember 2019 - February 2021- Client account management and client coverage through CRM on a daily basis- Assist clients with asset allocation post thorough assessment of their investments- Sell products tailored to mobilize clients needs and subdue book penetration- Acquire clients to scale book growth & diversify investments through cross-sellS & P DataApril 2018 - July2019- Responsible for developing and implementing a timeline to meet the end goal- Manage and coach daily to increase teams level of work and productivity- Setting clear expectations and meeting deadlines through open communication- Adequate financial planning for clients through detailed risk profilingAi Surety & BondingMarch 2016 - March 2018- Dealing with telephone and email inquiries- Creating and maintaining filing systems on a day-to-day basis- Scheduling and attending meetings, creating agendasGatestone & Co. Inc.January 2016 - February 2016- Debt collection department for credit cards with Bank Of America- Assess customers financially with regards to Debt Settlement and Debt Management- Filling and documenting customers accounts with current updatesAppco Group CanadaFebruary 2015 - October 2015- Promoting Bell residential products through door-to-door marketing- Updating and maintaining daily call reports, location surveys and monthly sales figures- Train new recruits with sales techniques and expand their product knowledge- Handling customers on a daily basis to solve their queries and assist them with superior serviceHighly motivated and dependable financial services professional with strong communication skills. Prepared to take on a challenging position to integrate my experience in a dynamic professional environment and thereby create opportunities for continuous growth and development for the organization.