Nikhil Baghel

I am a graduate professional with over 10 months of experience in handling client queries, building relationships, and driving customer satisfaction through empathy and problem-solving. My background in securities distribution, capital markets, and investment products has strengthened my analytical and communication skills. I am now eager to leverage this expertise in the BPM and BPO industry, where I can contribute to process efficiency, client engagement, and service excellence with confidence and adaptability.

Capital Market Analyst — Intern at Tradeshala Research & Consulting Firm (2025-02 – 2025-04)

• Managed real-time international client portfolio across currencies, metals & commodities — generated 6% ROI through disciplined trade execution and risk management
• Developed and executed multi-asset momentum strategies using RSI, MACD, Fibonacci retracement, Bollinger Bands, and pivot point analysis
• Produced weekly research reports covering market trends, price forecasts, and fundamental analysis for client-facing advisory teams
• Leveraged Bloomberg-equivalent platforms, MT4/MT5, and advanced Excel for real-time data analysis, trend forecasting, and informed trade decisions

Relationship Manager at SBI Securities (2025-08 – 2025-11)

• Onboarded 50+ clients onto demat & trading platforms; cross-sold 100+ financial products (MFs, FDs, insurance) — consistently exceeded monthly acquisition & revenue KPIs
• Managed 70+ daily client interactions independently; educated 500+ investors on investment products and platforms while maintaining full SEBI regulatory compliance

Sales & Back Office Executive at Sona Investmall (2025-03 – 2025-06)

• Acquired 300+ retail clients through targeted demat & trading account sales; advised 200+ investors on IPOs, MFs, bonds & FDs aligned to individual risk profiles
• Led rural financial literacy camp for 50+ participants, generating 40+ qualified leads; maintained 99% accuracy across high-volume trade execution and back-office reconciliation

M.Sc. – Samrat Vikramaditya University (2025 – 2026)

B.Sc. – Samrat Vikramaditya University (2021 – 2025)