Open to opportunities

Nikunj Goradia

@nikunjgoradia

Message

Experienced professional in customer service and account management.

India

Message

What I'm looking for

I am seeking a role that offers growth opportunities in finance, with a focus on client engagement and strategic decision-making.

I am an organized professional with 14 years of experience in customer services, account management, and sales. My career has been dedicated to increasing customer loyalty and satisfaction, which has led to significant revenue growth. I have a proven track record of developing and strengthening client relationships, building trust through effective communication, and delivering tailored, value-driven solutions. Currently, I am upskilling through an Executive PG in Investment Banking, which reflects my passion for finance and investment-focused roles.

In my recent role as a Retail Relationship Manager at ICICI Bank, I successfully managed a client portfolio of over 350 clients, achieving an 18% growth in investments. I have also mentored junior Relationship Managers, enhancing service delivery and overall performance. My entrepreneurial spirit was evident when I co-founded a wholesale clothing firm, where I managed operations and led a team to achieve a turnover of up to 2 Crore per year. I am committed to leveraging my client-centric experience to contribute effectively in finance and investment sectors.

Experience

Work history, roles, and key accomplishments

Current

Store Manager and Exhibition Manager

Current

Pioneer Embroideries Ltd.

Mar 2025 - Present (5 months)

Managed product procurement activities based on real-time sales and demand forecasting to ensure optimal stock levels and reduced overstocking. Planned and executed marketing campaigns across print and digital channels (newspaper, Instagram & Facebook) to increase brand visibility and customer traffic.

Procurement demand planning Inventory Management Marketing Campaigns Digital Marketing Event Planning

Retail Relationship Manager

ICICI Bank Ltd.

Mar 2023 - Feb 2025 (1 year 11 months)

Identified and prioritised activities to maximize revenue contribution from an allocated client portfolio of 350+ clients with an AUM of approximately 9 crores. Retained and acquired new customers with financial needs in deposit and investment products, leading to 18% growth of the assigned book's investments.

Customer Acquisition HNI & NRI Client Management Cross Functional Collaboration

Articled Assistant

Anand Mukul & Associates

Feb 2008 - Aug 2011 (3 years 6 months)

Supported in conducting concurrent, statutory, and KYC audits for Depository Participant clients registered with CDSL or NSDL. Assisted in conducting concurrent bank audits (PSUs) such as UCO Bank, Union Bank of India, and Bank of India.

Auditing KYC Data Entry Ledger Audits MS Word MS Excel Team Supervision

Education

Degrees, certifications, and relevant coursework

IIM Ranchi

Executive Post Graduate Certification, Investment Banking and Capital Markets

Currently pursuing an Executive PG in Investment Banking and Capital Markets. This program is designed to upskill professionals in finance and investment-focused roles.

NMIMS

Post Graduate Diploma in Business Management, International Trade Management

Completed a Post Graduate Diploma in Business Management with a specialization in International Trade Management. Achieved top 10 ranks for 3 semesters and top 5 ranks for multiple subjects across all 4 semesters.

University of Mumbai

Bachelor of Commerce, Commerce

Obtained a Bachelor of Commerce degree from the University of Mumbai. Achieved 1st Rank in Financial Accounts, 5th Rank in Management Accounts, and 7th Rank in Cost Accounting and Auditing.