Profile Snapshot
Abhishek is based out of Kota & has studied Finance, MBA-Master of Business Administration from Year 2005-2008 in IASE-Institute of Advanced Studies in Education, Deemed University.
Abhishek Bhatnagar is Skilled in Branch Head, Insurance, Mutual Funds and other talents.
Talents
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Branch Head... among 0 users in Kota…among 0 users worldwide -
Insurance... among 0 users in Kota…among 0 users worldwide -
Mutual Funds... among 0 users in Kota…among 0 users worldwide -
Share Market... among 0 users in Kota…among 0 users worldwide
Professional Path
branch head
shivansh agencies ltd.
Part Time
Nov-2014 To
present
10 years 9 months
- • Attending to clients’ complaints and undertaking steps for effectively resolving them.
• Interacting with the customers to gather their feedback regarding the product satisfaction.
• Excelled in the acquisitions, maintenance and retention of HNI clients.
• Acquisition of HNI clients for CASA and also for Broking
• Adhere to the guidelines of Know Your Customer(KYC)
• Marketing & Sales of Demat & Trading Accounts,Mutual Funds, Life insurance,Home loanPersonal Loan, PMS and other investment products.
• To complete the targets from relationship manager and executives
• To maintain the brokerage part from dealer end
• To check the client’s position in our company
• To punch the cheque and account opening form
Business from The existing accounts and achieving profitability and increased sales growth
Qualifications
Institute of Advanced Studies in Education
Master of Business Administration Finance
2005-2008
76%
My Story
I am Abhishek Bhatnagar i have ten years experience in broking industry as branch head presently i am working with Shivash Agencies ltd As branch head at kota location i am handling four branches and 125 people team including branch managers and operation executives over there. and i am comfortable to relocate in any state.
