Mehul Bhatti
Associate Vice President at Bandhan Mutual Fund- Claim this Profile
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Hindi -
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Gujarati -
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English -
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Bio
RAJU CHAKRAVARTY
Mehul is highly knowledgeable in his field of business and at the same time, He is capable of quickly understanding his clients . He is a delight to work with and understands his clients' needs. I am glad to have found his and now I can outsource several business functions to his without a worry, I highly recommend Mehul Bhatti.
RAJU CHAKRAVARTY
Mehul is highly knowledgeable in his field of business and at the same time, He is capable of quickly understanding his clients . He is a delight to work with and understands his clients' needs. I am glad to have found his and now I can outsource several business functions to his without a worry, I highly recommend Mehul Bhatti.
RAJU CHAKRAVARTY
Mehul is highly knowledgeable in his field of business and at the same time, He is capable of quickly understanding his clients . He is a delight to work with and understands his clients' needs. I am glad to have found his and now I can outsource several business functions to his without a worry, I highly recommend Mehul Bhatti.
RAJU CHAKRAVARTY
Mehul is highly knowledgeable in his field of business and at the same time, He is capable of quickly understanding his clients . He is a delight to work with and understands his clients' needs. I am glad to have found his and now I can outsource several business functions to his without a worry, I highly recommend Mehul Bhatti.
Credentials
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Winning Through Sales Excellence
Dale Carnegie TrainingMay, 2019- Oct, 2024 -
AMCAT Certified Data Processing Specialist
Aspiring MindsSep, 2014- Oct, 2024 -
NISM-Series-V-A mutual fund distributors certification examination
National Institute of Securities Markets (NISM)Dec, 2018- Oct, 2024 -
NISM-Series-V-C mutual fund distributors level-2 certification examination
National Institute of Securities Markets (NISM)Sep, 2018- Oct, 2024 -
NISM-Series-X-B investment advisor level 2 certification examination
National Institute of Securities Markets (NISM)Jun, 2018- Oct, 2024 -
NISM-Series-X-A-investment advisor level-1 certification examination
National Institute of Securities Markets (NISM)May, 2018- Oct, 2024
Experience
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Bandhan Mutual Fund
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India
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Financial Services
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200 - 300 Employee
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Associate Vice President
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Aug 2023 - Present
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Tata Mutual Fund
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India
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Financial Services
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400 - 500 Employee
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Branch Head
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Mar 2022 - Aug 2023
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Deputy Manager
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Dec 2018 - Feb 2022
*Imparting comprehensive product knowledge. *Handling distributor network by motivating them and providing them with product knowledge and services. *Developing and maintaining relation with different IFA's and National distributors.*Increasing sales and AUM in market through distributor and national distributor.
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HDFC AMC
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India
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Financial Services
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700 & Above Employee
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Assistant Manager-sales
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Nov 2017 - Nov 2018
*Accountable for increasing sales and AUM through IFA's, Banks, and National distributors.*Imparting comprehensive product knowledge. *Handling distributor network by motivating them and providing them with product knowledge and services. *Developing and maintaining relation with different IFA's,Bank's personnel and National distributors. *Conducting various training programs for the distributors. *Conducting IAP (Investor awareness programs) for the new investors.
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Assistant Manager Client Services
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Apr 2016 - Nov 2017
• Scrutiny and processing of the transactions and ensure for smooth processing of the same.• Coordinating with R & T Agent for day to day transactions.• Ensure smooth day-to-day operation of branch including office Administration.• Updating Product Knowledge.• Manage and deliver service to customers and distributors of the branch.• To ensure adherence to Compliance, Regulatory and Internal Service standards in the branch.• Communication with Investor and Distributor in professional, timely & empathetic manner to both telephonic & written Queries • Ensure that the necessary documentation and record keeping is maintain & organized correctly.• Handling sales lead received from portal & walk in investor Show less
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Client Service Executive
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Oct 2013 - Mar 2016
Managing Branch operations at HDFC Mutual Fund• Scrutiny and processing of the transactions and ensure for smooth processing of the same • Update/Communicate to investor and distributor.• Ensure smooth day-to-day operation of branch including office Administration.• Manage and deliver service to customers and distributors of the branch.• To ensure adherence to Compliance, Regulatory and Internal Service standards in the branch.• Communication with Investor and Distributor in professional, timely & empathetic manner to both telephonic & written Queries • Ensure that the necessary documentation and record keeping is maintain and organized correctly. Show less
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ICICIdirect
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India
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Financial Services
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700 & Above Employee
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Key Relationship Manager
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May 2012 - Sep 2013
With a " can do " attitude and passion for business excellence, I started with this organisation in 2011 as a senior relationship manager which helped me to serve the organisation / clients to the maximum satisfaction level and thereby lead me to the path of success in my career by awarding me promotion as Key Relationship Manager.
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Relationship Manager
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Jul 2011 - Apr 2012
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Education
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2009 - 2011
N.R. Institute Business Management
M.B.A., Finance -
2006 - 2009
G.L.S. Institute of Commerce,Gujarat University
B.COM, account and statistic
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