Niranjan Gadgil Email & Phone Number

United Kingdom

Collaboration and Stakeholder Management: Partnered with four senior advisors to prepare comprehensive financial advice on investments, pension planning, inheritance tax, and estate planning, ensuring alignment with client needs and goals.Data Analysis and Visualization: Utilise Voyant software to build and customize client cash flow models, transforming complex financial data into actionable visual insights to support personalized goal setting.Customer Insights and Relationship Building: Participate in client meetings to gain deep insights into customer needs, strengthen client relationships, and document key issues for continuous improvement.Compliance and Risk Management: Draft client advisory letters adhering to compliance requirements, ensuring regulatory standards were met while delivering clear, strategic recommendations.Strategic Planning and Recommendations: Develop financial advice in line with approved panel recommendations, demonstrating strategic thinking and alignment with best practices.Quality Assurance: Conducted ongoing client file reviews to maintain compliance and high-quality standards, ensuring consistent and reliable client service.

United Kingdom

Worked as a Product Manager via Kings College London- Cross functional, Agile development-Managing multiple workstreams- Roadmap and backlog creation/maintenance-Wireframing for prototype creation- Competitor and user analysis for problem definition- User testing for prototype refinement- Presenting to senior stakeholders for solution approval- Stakeholder management- User stories and user story mapping- User journey mapping

London, United Kingdom

Market Research and Needs Analysis: Conducted thorough research on clients' financial planning requirements to assess the suitability and sustainability of proposed strategies, aligning them with clients' goals and objectives.Data-Driven Decision Making: Performed detailed investment portfolio and asset allocation analyses using various research tools, ensuring alignment with clients' risk tolerance and financial objectives.Technical Documentation and Reporting: Prepared precise and comprehensive suitability reports that adhered to Chase de Vere standards, demonstrating strong technical writing and documentation skills.Regulatory Compliance and Quality Assurance: Ensured all client files met company quality standards and FCA regulations, maintaining high levels of compliance and operational excellence.

Pune Area, India

Portfolio Management and Strategic Planning: Actively managed an assets under management (AUM) portfolio of approximately Rs 100 million, demonstrating strong financial acumen and strategic planning skills.Project Coordination and Documentation: Prepared and maintained comprehensive client files, including all communications, compliance documentation, and risk profiles, ensuring meticulous record-keeping and project coordination.Financial Modeling and Analysis: Compiled cash flow forecasts, net worth statements, and income and expenditure statements, showcasing expertise in financial modeling and data analysis.Market Research and Solution Identification: Conducted in-depth research to identify suitable investment solutions tailored to clients’ needs, highlighting strong problem-solving and analytical abilities.Implementation and Optimization: Executed chosen investment strategies and made necessary adjustments to optimize clients' portfolios, demonstrating effective implementation and continuous improvement skills.

London, United Kingdom

Budget Management and Financial Planning: Managed departmental budgets, including capital expenditure (Capex) and operational expenditure (Opex), utilizing cost control techniques and preparing detailed weekly site reports for senior management.Team Leadership and Operations Management: Led a team of 15 staff, ensuring efficient operations, optimal resource allocation, and continuous monitoring of revenue generation streams.Cross-Functional Collaboration and Training: Oversaw HR paperwork and served as the departmental trainer, fostering a collaborative work environment and ensuring staff were well-trained and compliant with policies.

Project Coordination and Administration: Coordinated administrative tasks and diary management across multiple offices in London, Birmingham, and Leeds, demonstrating strong organizational and project management skills.Budget and Resource Management: Managed budgets, procurement of stationery, IT, and support services, ensuring efficient allocation of resources and cost-effective operations.Financial Management and Analysis: Oversaw invoice and debt management, liaising with partners and external agencies to ensure financial accuracy and compliance.Stakeholder Communication and Compliance: Acted as the primary liaison with external compliance agencies, safeguarding the firm's interests and ensuring adherence to regulatory requirements.

Team Leadership and Performance Management: Led the Customer Services Team in a B2B and B2C facilities environment, ensuring high performance standards and efficient operation of the business lounge.Market Development and Lead Generation: Served as the first point of contact for promotional events, driving lead generation for new memberships and subscriptions, and effectively promoting company products and services.

Holiday Inn Hotels, London Uk

Operational Management and Service Excellence: Played a key role in maintaining high service standards across front of house operations, including revenue management, reservations, reception, and switchboard.Strategic Problem Solving: Implemented innovative strategies to address customer discontent, showcasing strong problem-solving skills and a focus on continuous improvement.Customer Engagement and Loyalty Programs: Championed the guest loyalty membership program through several successful promotional events, demonstrating expertise in customer engagement and retention.

London, United Kingdom

Career Advancement: Pursued career progression opportunities, demonstrating a commitment to professional growth and development.Team Leadership and Operations Oversight: Led a team of 10 receptionists, ensuring seamless operations at the front desk and fostering a positive work environment.Problem Resolution and Customer Satisfaction: Effectively addressed arising issues and service complaints, ensuring prompt and satisfactory resolution to uphold customer satisfaction.Training and Development: Served as the departmental trainer, conducting training sessions on health and safety (H&S), soft skills, and induction processes, contributing to the skill enhancement and professional development of team members.

Various

Worked as a management trainee in various departments like Front Office, Food & Beverage, Kitchen and Housekeeping in some of India's top and reputable five star luxury hotels.

Appointed to manage an event hosting 200 people serving authentic Indian food, as the General Secretary of the student council.

Product Management Career Accelerator, Product Management

Investment Management Certificate

Cfp™, Financial Planning And Services

Investment Advice Diploma- Level 4, Finance And Financial Management Services

Certificate In Paraplanning, Financial Planning And Services

Master Of Business Administration (M.B.A.), Hr/General

Prince2 (Foundation And Practitioner), Project Management, Distinction

Certificate Of Human Resource Practice, Human Resources Management

Pg Diploma In Hotel And Business Management, Hospitality And Business Studies

Six Sigma- White Belt, Quality Management

Diploma In Hotel Management And Catering Technology, Hospitality Administration/Management, Distinction ( University Gold Medallist)

Ssc, High School/Secondary Certificate Programs