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Yogesh Bisht, Senior Manager Wealth

Yogesh Bisht

Senior Manager Wealth

Way2Wealth Brokers Private Ltd(CCD, A Cafe Coffee Day,Co.)

Location
India - Mumbai
Education
Master's degree, Marketing & Finance
Experience
19 years, 4 Months

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Work Experience

Total years of experience :19 years, 4 Months

Senior Manager Wealth at Way2Wealth Brokers Private Ltd(CCD, A Cafe Coffee Day,Co.)
  • India - Mumbai
  • My current job since January 2015

Institutional & HNI advisory on entire spectrum of corporate financial solutions i.e General insurance, Real estate(leasing, residential, commercial & facility mgmt), Equity(direct trading, F&O, PMS & Algo), Mutual Funds(debt & equity) Treasury(liquid & liquid plus), Franchisee development( Real estate & sub brokership for NSE, BSE, MCX, NCDEX), commodity, Structured products, NCD, tax free &savings bonds & Venture funds. Generating revenues and continuous update of market intelligence to offer competitive products with value added services to clients.

AVP WEALTH at ACEPRO ADVISORS PVT LTD(SARTHI GROUP)
  • India - Mumbai
  • January 2011 to January 2015

Institutional and HNI advisory on Wealth management and Treasury across asset class & managers.
Also developed expertise on SME listing on stock exchanges.

RELATIONSHIP MANAGER at ANAND RATHI FINANCIAL SERVICES LTD
  • India - Mumbai
  • February 2010 to August 2010

HNI advisory on Equity, Real estate and third party distribution for business development.

SENIOR MANAGER at ICICI SECURITIES OMAN BRANCH LTD
  • Oman - Muscat
  • April 2007 to August 2008

HNI SALES OF GLOBAL DEBT FUNDS, PERMAL BONDS, PIMCO BONDS, MENA FUNDS, REAL ESTATE VENTURE FUNDS, MUTUAL FUNDS, PMS, STRUCTURED PRODUCTS AND FINANCIAL PLANNING.

SALES Executive, Bancassurance at BAJAJ ALLIANZ LIFE INSURANCE COMPANY LTD
  • India
  • April 2003 to April 2007

TRAINING EXECUTIVES AND BUSINESS DEVELOPMENT IN BANCASSURANCE FOR SALES OF LIFE INSURANCE POLICIES AND DEVELOP THE AREAS OF GOA AND PARTS OF MAHARASTRA.

Education

Master's degree, Marketing & Finance
  • at SYMBIOSIS INSTITUTE OF MANAGEMENT STUDIES
  • May 2003

1. PGDBM (Marketing & Finance), Symbiosis, Pune, 68%, 2003.

Specialties & Skills

Client Engagement
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Mutual Funds
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Private Banking
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Financial Planning
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Wealth Management
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LIFE INSURANCE
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WEALTH MANAGEMENT
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EQUITY SECURITIES TRADING
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PRIVATE BANKING
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PRIVATE EQUITY
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TREASURY
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MUTUAL FUNDS
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Real Estate
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risk management
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Languages

Hindi
Expert
English
Expert

Training and Certifications

MUTUAL FUND ADVISOR (Training)
Training Institute:
NATIONAL INSTITUTE OF SECURITIES MANAGEMENT
Date Attended:
September 2012
Duration:
100 hours
LIFE INSURANCE ADVISOR (Training)
Training Institute:
INSURANCE REGULATORY DEVELOPMENT AUTHORITY
Date Attended:
February 2012
Duration:
100 hours

Hobbies

  • SOCCER
    WINNER OF INTER COLLEGE B SCHOOL TOURNAMENT. CAPTAIN OF UNIVERSITY HOUSE RANK 3RD IN IPSC PUBLIC SCHOOL TOURNAMENT AT NATIONAL LEVEL PLAYED DISTRICT LEVEL TOURNAMENT AT AJMER.
  • MUSIC
    AWARDED FOR BEST HARMONIUM PLAYER AT SCHOOL.
  • QUIZ
    WINNER OF RECHERCHE BUSINESS QUIZ AT PUNE IN A BUSINESS SCHOOL COMPETITION.