Nirmit Choudhari

Evaluator
DISC Type : Dsc

Relationship Manager at PCS Securities

New York, New York, United States

Overview

Nirmit is a Master of Science in Finance student at Baruch Colleges Zicklin School of Business, with prior experience as a Relationship Manager at PCS Securities. He is proficient in wealth management, client relations, and portfolio growth, having previously managed a ₹10 crore portfolio. Colleagues describe him as helpful, patient, and a supportive mentor.

Born and raised in Hyderabad, Nirmit has a long-standing passion for the stock market. He was active in school sports and MUNs and now actively participates in networking and professional development events at his university in New York, aiming to explore career paths in finance and consulting.

Unique fact: He was awarded "Best Student of BBA Entrepreneurship" for achieving an average 9. 64 CGPA during his undergraduate degree.

Personality Overview

Hard To Convince

Quality Focused

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Wealth Management
Managed a ₹10 crore client portfolio at PCS Securities, achieving a 20% annualized return through tailored investment strategies in mutual funds and insurance.
Financial Markets
Has a strong personal interest in the stock market from a young age and focused on mutual fund research and risk analysis in his previous roles.
Investor Relations
Shows a keen interest in the intersection of finance and corporate strategy, recently attending an exclusive session on the art of investor relations.

Media Appearances

Nirmit has no verified media appearances

Work History

9-2024 - 6-2025
Relationship Manager at PCS Securities
10-2023 - 9-2024
Assistant Manager at PCS Securities
5-2023 - 9-2023
Mutual Fund Associate at PCS Securities
9-2024 - 6-2025
Relationship Manager at PCS INSURANCE BROKING PRIVATE LIMITED
10-2023 - 9-2024
Insurance Assistant at PCS INSURANCE BROKING PRIVATE LIMITED

Education

Master of Science - MS from Baruch College
8-2020 - 4-2023
Bachelor of Business Administration - BBA from St. Joseph's Degree & PG College

More Information

Social Presence :

Prographics :

Exp : 2 Location : New York, New York, United States Job Level : N/A Designation : Relationship Manager at PCS Securities
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Insights For Selling To Nirmit

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nirmit is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Nirmit

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Nirmit move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Nirmit take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Nirmit

Personality Compatibility


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