Bayt.com
Yogesh Bisht, Senior Manager Wealth

Yogesh Bisht

Senior Manager Wealth

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

Lieu
Inde - Mumbai
Éducation
Master, Marketing & Finance
Expérience
19 years, 5 Mois

Partager Mon CV

Empêcher usager


Expériences professionnelles

Total des années d'expérience :19 years, 5 Mois

Senior Manager Wealth à Way2Wealth Brokers Private Ltd(CCD, A Cafe Coffee Day,Co.)
  • Inde - Mumbai
  • Je travaille ici depuis janvier 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 à ACEPRO ADVISORS PVT LTD(SARTHI GROUP)
  • Inde - Mumbai
  • janvier 2011 à janvier 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 à ANAND RATHI FINANCIAL SERVICES LTD
  • Inde - Mumbai
  • février 2010 à août 2010

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

SENIOR MANAGER à ICICI SECURITIES OMAN BRANCH LTD
  • Oman - Muscat
  • avril 2007 à août 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 à BAJAJ ALLIANZ LIFE INSURANCE COMPANY LTD
  • Inde
  • avril 2003 à avril 2007

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

Éducation

Master, Marketing & Finance
  • à SYMBIOSIS INSTITUTE OF MANAGEMENT STUDIES
  • mai 2003

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

Specialties & Skills

Client Engagement
+Endorse 0
Mutual Funds
+Endorse 0
Private Banking
+Endorse 0
Financial Planning
+Endorse 0
Wealth Management
+Endorse 0
LIFE INSURANCE
+Endorse 0
WEALTH MANAGEMENT
+Endorse 0
EQUITY SECURITIES TRADING
+Endorse 0
PRIVATE BANKING
+Endorse 0
PRIVATE EQUITY
+Endorse 0
TREASURY
+Endorse 0
MUTUAL FUNDS
+Endorse 0
Real Estate
+Endorse 0
risk management
+Endorse 0

Langues

Hindi
Expert
Anglais
Expert

Formation et Diplômes

MUTUAL FUND ADVISOR (Formation)
Institut de formation:
NATIONAL INSTITUTE OF SECURITIES MANAGEMENT
Date de la formation:
September 2012
Durée:
100 heures
LIFE INSURANCE ADVISOR (Formation)
Institut de formation:
INSURANCE REGULATORY DEVELOPMENT AUTHORITY
Date de la formation:
February 2012
Durée:
100 heures

Loisirs

  • 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.