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Shivani Bhatia

Shivani Bhatia

Summer Internship

Followers of Shivani Bhatia2000 followers
location of Shivani BhatiaDelhi, India

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  • Timeline

  • About me

    Senior Manager at Trust Mutual Fund -Institutional Profile

  • Education

    • Delhi University

      2009 - 2012
      B.com(H) Business/Commerce, General

      Participated in quiz at various levels.Participated in many seminars over there.

    • Guru Gobind Singh Indraprastha University

      2012 - 2014
      Master of Business Administration (M.B.A.) Accounting and Finance

      Participated in wall journal competition.won first price.I also participated in many cultural activities.

  • Experience

    • Earth Infrastructures Ltd.

      Jun 2013 - Jul 2013
      Summer Internship

    • IDBI Asset Management Ltd

      Oct 2014 - Mar 2018

      Handles Portfolio of Corporate, Cooperative Bank, Pf Sector.Having a thorough understanding of investment disciplines.Responsible for portfolio making and schedule updates.Can communicate effectively and build relationships with corporate clie • Portfolio Maintenance• Portfolio Monitoring• Direct & Channel Base Client Relations• Product Research• Product Promotion & Sales Services • Portfolio Maintenance• Portfolio Monitoring• Direct & Channel Base Client Relations• Product Research• Product Promotion & Sales Services

      • Officer

        Aug 2017 - Mar 2018

      • Probationary Officer

        Aug 2016 - Aug 2017

      • Investment Officer

        Oct 2014 - Jul 2016

    • Union Mutual Fund

      Apr 2018 - Mar 2020
      Relationship Manager

    • Sundaram Asset Management Co. Ltd.

      May 2020 - Jan 2021
      Deputy Manager

      ● Analysing industry trends and responsible for managing relationships with institutional clients.● Establishing healthy business relations with clients and external associates for securing repeat business & long term loyalty and work towards solving their queries and complaints efficiently.

    • TRUST Mutual Fund

      Feb 2021 - now

      ● Deeply involved in the Promotional and Marketing activities to create awareness and visibility among distributors and investors towards the fund house and product basket. ● Attending weekly meetings discussing sales, regulatory, and financial concepts. Conducting market & competitor analysis to get a fair idea of the latest market trends to achieve market share metrics by providing appropriate product mix & pricing strategies.● Establishing healthy business relations with clients and external associates for securing repeat business & long term loyalty and work towards solving their queries and complaints efficiently Show less

      • Senior Manager

        Aug 2023 - now

      • Manager

        Feb 2021 - now

  • Licenses & Certifications

    • NISM National Stock Exchange of India Limited

      NCFM- Mutual Fund Advance Module National Stock Exchange of India Limited
      Feb 2014

  • Volunteer Experience

    • coordinator

      Issued by Red Cross Youth
      Red Cross YouthAssociated with Shivani Bhatia