Open to opportunities

Nikhil Varghese

@nikhilvarghese

I manage HNI wealth portfolios and drive client growth through investment insight, market research, and relationship management.

India

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What I'm looking for

I'm looking for opportunities where I can grow in wealth management, client relationship management, business development, marketing, or product development while using market insights and cross-functional collaboration to drive client and business outcomes.

At Geojit Private Wealth, I manage HNI and Ultra-HNI client portfolios with AUM exceeding ₹1.34 Cr, supporting investment decisions across PMS, AIF, mutual funds, direct equity, and bonds.

I conduct portfolio reviews, communicate market insights, analyze financial goals and risk profiles, and recommend suitable investment products. I also manage multi-branch operations across three locations, leading a team of 20+ members while coordinating with operations, compliance, and research teams.

During my MBA internship with AMUL, I researched 45+ retail outlets and surveyed 100+ consumers to uncover market trends, customer preferences, and growth opportunities. My targeted sales initiatives contributed to a 10% increase in ice cream sales and improved promotional effectiveness by 8%.

I've also supported AI-enabled camera product enhancements at 56 Secure, contributing to a 5% sales increase through customer-focused product improvements and market analysis.

Experience

Work history, roles, and key accomplishments

Current

Associate Relationship Manager

Current

Geojit Private Wealth

May 2025 - Present (1 year 4 months)

Manages a client portfolio with AUM exceeding ₹1.34 Cr, providing personalized wealth management and investment solutions. Conducts portfolio reviews, communicates market insights, and coordinates with cross-functional teams to ensure seamless client service.

Wealth Management Client Management Portfolio Management Investment Solutions Business Development Client Servicing