Manoj K Bhatia

Manoj K Bhatia

Branch Manager

Followers of Manoj K Bhatia201 followers
location of Manoj K BhatiaLudhiana, Punjab, India

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  • About me

    Experienced Banker | Manager | Private Banking | MF, PMS, AIF, Insurance, MLD, NCD Un-listed Equities, IPO | Fostering Positivity | Elevating Financial Strategies With A Positive Mindset. Wealth Manager @ HDFC Securities

  • Education

    • Punjab Technical University

      2009 - 2014
      B.sc IT Computer Science A

      Computer Science

    • Punjab Technical University

      2014 - 2017
      Master of Business Administration - MBA Human Resources Management and Services A
    • Punjab School Education Board (PSEB)

      2006 - 2007
      12 Arts, Entertainment, and Media Management A

      Activities and Societies: Arts

  • Experience

    • Dada Motors Pvt Ltd

      Sept 2014 - Feb 2018
      Branch Manager

      Showroom Manager

    • HDFC Bank

      Mar 2018 - Oct 2021
      Assistant Manager

      Relationship Manager

    • Axis Bank

      Nov 2021 - Sept 2022
      Deputy Manager

      Relationship Manager

    • YES BANK

      Dec 2023 - Jun 2024
      Manager

      Affluent Relationship Manager

    • InCred Premier

      Jun 2024 - Feb 2025
      Wealth Manager

      Wealth Manager

    • HDFC securities

      Feb 2025 - now
      Wealth Manager

      Wealth Manager

  • Licenses & Certifications

    • Specified Person For Corporate Agent

      Insurance Regulatory and Development Authority of India
      Jan 2024
    • NISM V A Certification

      National Institute of Securities Markets (NISM)
      Dec 2024
    • SEBI Investor Certification

      Securities and Exchange Board of India (SEBI)
      Jan 2025
    • NISM VIII Certification

      National Institute of Securities Markets (NISM)
      Apr 2025
    • NISM XXI A Certification

      National Institute of Securities Markets (NISM)
      Jun 2025