Nilima Mathrani, Cfa
About Nilima Mathrani, Cfa
Nilima Mathrani, CFA, is the Vice President at Jefferies and has extensive experience in institutional equity sales and private banking.
Vice President at Jefferies
Nilima Mathrani is currently serving as Vice President at Jefferies. She began her tenure at Jefferies in 2021. Her role involves contributing to the company’s strategic initiatives and managing institutional equity sales.
Director at CGS-CIMB Securities
From 2016 to 2019, Nilima Mathrani worked at CGS-CIMB Securities as Director, focusing on Institutional Equity Sales in the Asia and India regions. During her three-year tenure in Mumbai, she was responsible for overseeing and expanding the company's institutional client base.
Vice President at Barclays Investment Bank
Nilima Mathrani held the position of Vice President at Barclays Investment Bank from 2012 to 2016. Based in the Mumbai Area, India, she managed Institutional Equity Sales, catering to clients across India and Asia. This role involved developing and executing sales strategies tailored to the needs of institutional clients.
Vice President at JM Financial Ltd
At JM Financial Ltd, Nilima Mathrani served in multiple capacities. From 2007 to 2011, she was the Vice President for Institutional Equity Sales in the Europe Region. Prior to that, she worked as Vice President of Private Banking from 2006 to 2007. Her responsibilities included managing high-net-worth clients and expanding the firm's market presence in Europe.
Education and Expertise
Nilima Mathrani holds a Post Graduate Programme (PGP) degree in Finance and Marketing from the Indian School of Business, obtained in 2004. Her education has provided her with a strong foundation in financial principles and strategic marketing, enhancing her professional capabilities in various leadership roles in the investment banking sector.