Gunjan Bhatia

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Delhi, India

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Timeline
Skills
Relationship management
Banking
Team management
Wealth management
Portfolio management
Investment banking
Financial planning
Investments
Financial services
Investment advisory
Cross selling
Mutual funds
Mis
Business development
Financial advisory
Management
Financial analysis
Private banking
Finance
About me
Have over 9 years of experience in Wealth Management , financial planning & relationship management .A competent banking professional with a progressive experience in investment advisory , relationship building & wealth management .A proficient individual for managing & motivating teams . Training the wealth manager on various investment products i.e mutual funds , PMS,structure products .Insurance .
Education
- Summer fields school kailash colony , New Delhi
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- Https://certifications.equalifi.org/8ef8cab5-326a-4b26-bf97-64e1293396a2
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- ICFAI
  2004 - 2006
  M.B.A FINANCE
- Guru Nanak Institute Of Management
  2001 - 2004
  Bachelor of Business Administration (BBA) Business Administration and Management, General
- National Institute of Securities Markets (NISM)
  2022 -
  NISM XXIA-PMS Distributors Certificate
Experience
- ICICI Bank
  Apr 2006 - Sept 2016
  Responsible for the advisory & financial planning for the HNI clients the sales of third party products in the branch .Training the RMs on investment products mainly Mutual Funds, structure products , PMS, private equity & Life Insurance.
  - Investment Specialist
    Apr 2011 - Sept 2016
  - BRANCH HEAD- WEALTH BRANCH
    Apr 2010 - Mar 2011
  - Wealth Manager
    Apr 2006 - Mar 2010
- YES BANK
  Oct 2016 - Apr 2017
  Branch Business Leader
- Axis Bank
  May 2017 - Jan 2024
  - Wealth Specialist
    May 2017 - Jan 2024
  - Investment Counsellor- Affluent Segment
    May 2017 - May 2017
- IIMCL
  Dec 2023 - now
  Investment Advisor
Licenses & Certifications
- Nism XA
  Nism
  Sept 2023
- NISM XB
  National Institute of Securities Markets (NISM)
  Oct 2023
- NISM XXI A PMS
  National Institute of Securities Markets (NISM)
  Sept 2022