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Bhaskar Rautela

Bhaskar Rautela

Summer trainee

Followers of Bhaskar Rautela1000 followers
location of Bhaskar RautelaPune, Maharashtra, India

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  • Timeline

  • About me

    Portfolio counsellor HSBC Bank Ltd.

  • Education

    • Bharati Vidyapeeth

      2011 - 2013
      PGDBM Accounting and Finance

      Activities and Societies: actively took participation in many cultural events, organized blood bank camp and trekking tour. member of the college Alumni and placement cell

    • Hemwati Nandan Bahuguna Garhwal University

      2008 - 2011
      Bachelor of Commerce (B.Com.) Accounting and Finance

  • Experience

    • Kotak Securities

      May 2012 - Jun 2012
      Summer trainee

      Working with the product team of Kotak securities to offer new and efficient products to the online trading customers of Kotak securities to increase the client base.

    • Deutsche Asset Management

      Apr 2013 - Jul 2014
      Sales Development Manager

      Handling Relationship with Private Banks, MumbaiPushing Mutual Fund Sales with counterparts in the Bank Branches and the entire structure below it, Financial Counselor to bankersOutbound Sales Calls to branch clients with Branch Relationship Managers.Provide Marketing and Service Support to Branch Personnel for MF SalesTraining Programs for Branch Personnel.Conducting Investors Meet for MF Education/Sales.Conducting /Co-coordinating events and activities for Marketing MF for Branch customers.Conducting Huddles for giving Presentations on General Market Scenario and Products. Show less

    • HDFC Mutual Fund

      Aug 2014 - Aug 2023
      Senior Manager

    • Nippon Life India Asset Management (Singapore) Pte. Ltd

      Sept 2022 - Aug 2024
      Senior Manager - EPCG

      Mananging Institutions, Fund Raisers, Family Offices, Private Wealth counters, Co-operative Banks and UHNIs pertaining to Pune

    • HSBC

      Apr 2024 - now
      Vice President portfolio counsellor

  • Licenses & Certifications

    • NISM-Series V-A: Mutual fund distributors certificate

      NISM
      Jun 2020

    • NISM V-C

      National Institute of Securities Markets (NISM)

    • CFA Foundation

      CFA Institute

    • NISM SERIES X-B

      National Institute of Securities Markets (NISM)

    • NISM SERIES X-A

      National Institute of Securities Markets (NISM)