Sohit Bhatia

Sohit Bhatia

Summer Internship

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location of Sohit BhatiaLudhiana, Punjab, India

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  • Timeline

  • About me

    Sr. Manager(PNB)|FRM| CCIRM-NIBM| Certified Treasury Professional| CCIFE - FEDAI| CAIIB |

  • Education

    • University Business School, Panjab University

      2013 - 2015
      Master of Business Administration (M.B.A.) Business Administration and Management, General
    • Panjab University

      2009 - 2013
      Bachelor’s Degree Information
  • Experience

    • Mott MacDonald

      May 2014 - Jun 2014
      Summer Internship
    • ICICI Bank

      Jun 2015 - Jan 2016
      Wealth Manager

      # Served as a Wealth Manager for a broad base of HNI clients- Advised clients on a range of investment opportunities for their financial growth as per their lifestyle, risk profiling, financial planning and other specific requirements- Offered specialized services concerned with asset allocation and budget control- Ensured end to end management of investments of HNIs# Responsible for acquisition of new clients in Wealth Management segment through various channels# Profitably marketing and selling the financial products like Mutual Funds, Life Insurance, Working Capital Finance, etc Show less

    • Punjab National Bank

      Jul 2016 - now
      • Senior Manager

        Apr 2022 - now
      • Manager

        Apr 2019 - Mar 2022
      • Marketing Officer

        Jul 2016 - Mar 2019
  • Licenses & Certifications

    • Certificate Course in Foreign Exchange

      FOREIGN EXCHANGE DEALERS’ ASSOCIATION OF INDIA
      Mar 2021
    • FRM-1

      Global Association of Risk Professionals (GARP)
      Jan 2023
    • IRDA - Life Insurance & General Insurance

      Insurance Regulatory and Development Authority of India
    • CERTIFIED ASSOCIATE OF IIBF(CAIIB)

      Indian Institute of Banking and Finance
      Jan 2018
    • Certified Treasury Professional (CTP)

      Fixed Income Money Market and derivatives Association of India
      Jan 2021
    • NISM Series V: Mutual Fund Distributors Certification

      National Institute of Securities Markets (NISM)
      Oct 2018
    • Certified Risk Manager (CRM)

      National Institute of Bank Management (PGDM)
      Dec 2020
    • Financial Risk Manager

      Global Association of Risk Professionals (GARP)
      Jan 2024
      View certificate certificate