Sohit Bhatia

Summer Internship

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Ludhiana, 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