Nikhil Nagdev
@nikhilnagdev
Finance and Operations professional with expertise in financial planning.
IndiaWhat I'm looking for
I am a dedicated Finance and Operations professional with a strong background in financial planning, product sales, and client relationship management. My experience spans across various roles where I have consistently driven revenue growth and improved operational processes. At Fidelity Investments, I excelled as a Client Experience Specialist, where I provided actionable recommendations that enhanced operational efficiency and maintained comprehensive records of client interactions.
During my tenure at Wealthsimple Investments, I delivered expert support for investment products and spearheaded initiatives to improve client experiences through staff training and process optimization. My commitment to excellence is reflected in my consistent achievement of above 90% performance ratings across all key performance indicators. I hold a Bachelor of Commerce in Accounting and Finance and have a proven track record of building strong client relationships that drive repeat business.
Experience
Work history, roles, and key accomplishments
Client Experience Specialist
Fidelity Investments
Aug 2022 - Feb 2023 (6 months)
As a Client Experience Specialist, I provided actionable recommendations for process improvements, maintained comprehensive records of client interactions, and managed multiple client accounts. My role focused on enhancing operational efficiency and building strong client relationships to drive revenue growth.
Associate Client Experience
Wealthsimple Investments Inc.
Jul 2021 - Jul 2022 (1 year)
In my role as Associate Client Experience, I delivered expert support for investment products, spearheaded client experience improvement initiatives, and consistently achieved high performance ratings. My focus was on enhancing client satisfaction and optimizing processes.
Financial Services Representative
CIBC Bank
Jun 2014 - May 2017 (2 years 11 months)
As a Financial Services Representative, I advised clients on financial solutions, conducted financial assessments, and identified cross-selling opportunities. I ensured regulatory compliance while achieving sales targets and enhancing client convenience through digital banking tools.
Education
Degrees, certifications, and relevant coursework
Wealthsimple Investments Inc.
Post-Graduate Program, Financial Planning
2021 - 2022
Activities and societies: Spearheaded client experience improvement initiatives, including staff training and process optimization.
Completed a Post-Graduate Program in Financial Planning and International Business, gaining expertise in investment products and portfolio management.
GCGeorge Brown College
Bachelor of Commerce, Accounting and Finance
2018 - 2019
Activities and societies: Consistently achieved above 90% performance ratings across all key performance indicators.
Completed a Bachelor of Commerce in Accounting and Finance, focusing on financial principles, accounting practices, and business management.
Maharaja Sayajirao University
Bachelor of Commerce, Finance
2014 - 2017
Studied various aspects of finance and accounting, preparing for a career in financial services and client management.
Availability
Location
IndiaAuthorized to work in
Job categories
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