Talk to sales Try for Free
Gautam Bhatia

Gautam Bhatia

Social Media Marketing Intern

Followers of Gautam Bhatia778 followers
location of Gautam BhatiaDelhi, India

Connect with Gautam Bhatia to Send Message

Connect

Connect with Gautam Bhatia to Send Message

Connect

  • Timeline

  • About me

    Certified Private Wealth Manager

  • Education

    • University School of Management and Entrepreneurship, Delhi Technological University

      2018 - 2021
      Economic hons Econometrics and Quantitative Economics

      Activities and Societies: member of rotary club ,pr cell , information manager of hr club ,

  • Experience

    • BookYourPG

      Jul 2020 - Jul 2020
      Social Media Marketing Intern

      Generating leads for the business through referrals

    • International MUN

      Aug 2020 - Sept 2020
      Campus Ambassador

    • UMEED A DROP OF HOPE (NGO)

      Jul 2021 - Aug 2021
      Pan india internship

      worked in the area of marketing, hr and finance

    • Eknowledge.in

      Sept 2021 - Jan 2022
      Research Intern

      •Do the research on different topics related to micro and macro economics which is useful for UPSC students .•Conduct survey and analyze the data .Present reports to management for insights.

    • Fincart Financial Planners

      Feb 2022 - Feb 2023
      Financial Advisor

      •Researched and evaluated potential investment products for clients.•Advised clients on investments, retirement and estate planning.•Worked with clients to support understanding of rationale and details of financial strategies.Presented financial plans and investment recommendations to clients.•Created financial models to analyze and evaluate investment strategies.•Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs. Show less

    • INDmoney

      Apr 2023 - Aug 2023
      Priority Wealth manager

      •Prepared and interpreted financial document summaries, investment performance reports and income projections.•Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.•Managed and updated over client portfolios weekly.•Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.•Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.•Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.•Maximize profit and achievement of the growth of affluent & HNI client’s portfolio. Show less

  • Licenses & Certifications

    • The Fundamentals of Digital Marketing

      Google Digital Unlocked
      Jul 2020

    • Certified Private Wealth Manager (Advance)

      CIEL - Center For Investment Education and Learning
      Dec 2022

    • Getting Started with Data Analysis

      Ramanujan College
      Apr 2020
      View certificate certificate

    • EXCEL

      GCF Global
      Jul 2020
      View certificate certificate

    • NISM V-A , Mutual Fund Distributor

      National Institute of Securities Markets (NISM)
      Aug 2022

    • Financial modelling and valuation

      The WallStreet School
      Sept 2021
      View certificate certificate

  • Volunteer Experience

    • Member

      Issued by Rotaract Club Of USME on Apr 2019
      Rotaract Club Of USMEAssociated with Gautam Bhatia

    • Information Manager

      Issued by usme HR club on May 2019
      usme HR clubAssociated with Gautam Bhatia

    • Committee Member

      Issued by usme public relation club on Jun 2019
      usme public relation clubAssociated with Gautam Bhatia