Nikta Aghakhani
Carlingford
Summary
Finance professional with expertise in portfolio management, customer service, and banking operations. Skilled in investment advisory, financial analysis, and client relationship management. Adept at leveraging data-driven insights to optimize financial strategies and enhance service efficiency. Committed to delivering exceptional customer experiences and tailored financial solutions.
Overview
5
5
years of professional experience
Work History
Financial Investment Adviser
Kardan Investment Bank
04.2020 - 10.2023
- Met with clients to assess their financial status, investment objectives, and risk tolerance, providing tailored recommendations
- Developed and implemented customized investment strategies based on financial analysis and market trends
- Recommended diversified investment products, including stocks, bonds, mutual funds, ETFs, and alternative assets, aligning with client goals
- Monitored and actively managed client investment portfolios, making necessary adjustments to optimize returns and minimize risks
- Stayed informed on market trends, economic conditions, and regulatory changes, proactively communicating relevant insights to clients
- Built and maintained strong client relationships through trust, transparency, and effective communication
- Ensured compliance with all financial regulations, including anti-money laundering policies, maintaining industry best practices
Customer Service Representative
11.2023 - Current
- Provide high-quality customer service, resolving inquiries and complaints with professionalism and efficiency
- Utilize advanced Excel for data analysis and reporting to enhance operational performance
Education
Master of Banking and Finance -
Macquarie University
11.2025
Bachelor of Economics - Mathematical Economics
Guilan University
Rasht, Iran06.2021
Skills
- Advanced Excel
- Financial Modeling
- Statistical Analysis
- R Programming
- Data Analysis
- Microsoft Office Suite
- Financial analysis
- Customer service
Certifications And Skills
- Anti-Money Laundering
- Essentials of Capital Market (In Progress)
- MBA in Capital Market (in progress)
- R Programming for Data Analysis & Financial Modeling
- Advanced Accounting
- Citi Investment Banking Job Simulation
- Citi Markets Sales & Trading Job Simulation
Languages
English
Professional Working
German
Limited Working
Persian
Native or Bilingual
Timeline
Customer Service Representative
11.2023 - Current
Financial Investment Adviser
Kardan Investment Bank
04.2020 - 10.2023
Master of Banking and Finance -
Macquarie University
Bachelor of Economics - Mathematical Economics
Guilan University
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