Nikita Yadav

I’m an MBA graduate specializing in Finance, with a strong foundation in financial analysis, accounting, and capital markets. I currently work as a Wealth Relationship Manager at ICICI Bank, where I turn market insights into practical client strategies.

In my role, I analyze client portfolios to evaluate asset allocation, risk, and return performance. I lead portfolio reviews, identify rebalancing opportunities, and support data-driven decision-making through market and economic analysis.

Previously, I completed a 3.5-month MBA internship at Nuvama Wealth Investment Ltd., where I assisted in portfolio analysis and evaluation of financial products. I also conducted risk profiling and interacted with 150+ clients to gather financial data and insights, including helping revive dormant accounts through structured recommendations.

I enjoy building tax-efficient investment strategies and long-term financial plans that align with client goals. With certifications including Lean Six Sigma Green Belt (KPMG), NISM Series V-A, and Bloomberg Finance Fundamentals, I bring both analytical rigor and a continuous-improvement mindset to every engagement.