Talk to sales Try for Free

Manoj K Bhatia

Branch Manager

201 followers

Ludhiana, Punjab, India

Connect with Manoj K Bhatia to Send Message

Connect with Manoj K Bhatia to Send Message

Timeline
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

Recommendations
...