Gurdeep Singh Bhatia

Gurdeep Singh Bhatia Email and Phone Number

Director-MMFS FINANCIAL SERVICES & MMFS INSURANCE MARKETING FIRM LLP @ MONEY MANAGEMENT FINANCIAL SERVICES LIMITED
united kingdom
Gurdeep Singh Bhatia's Location
Indore, Madhya Pradesh, India, India
Gurdeep Singh Bhatia's Contact Details

Gurdeep Singh Bhatia work email

Gurdeep Singh Bhatia personal email

n/a
About Gurdeep Singh Bhatia

• Results-driven management professional with multi-faced post qualification experience of Over 12 years’ in the areas of, Asset Management, Life Insurance (Agency, Alternate & Direct channel, Urban as well as Rural Market) , Equity Sales,Banking, Relationship Management, Team Management, Channel Development, Product Development, Retail Assets and Capital Market Operations.• Instrumental in handling big teams, multiple products and multiple channels. • A keen analyst with exceptional relationship management skills and abilities in liaising with Franchisees, Sub-brokers, Corporate Agents, Advisors, Direct Teams & Alternate Channels. • Proficient in steering top line volume as well as bottom line profitability by ensuring optimum utilisation of available resources. Ability to study new channel and judge for appropriate business models in the channels, conceiving and conducting below the line activities.• Instrumental in reducing costing to bare minimum level in lean times and leading teams to maximum productivity under different constraints. Firmly believes in maximum output per resource all the time.• An effective communicator with excellent team leadership, people skills & relationship management skills and strong analytical, problem solving & organizational abilities. Core strength in Channel management, Direct Team Handling and starting venture from ground Zero.Specialties: 12YRS+ EXPERIENCE IN THE FIELD OF LIFE INSURANCE ,BANKING & BROKING.LICENTIATE -LIFE BRANCH,INSURANCE INSTITUTE OF INDIA.AMFI CERTIFIED.

Gurdeep Singh Bhatia's Current Company Details
MONEY MANAGEMENT FINANCIAL SERVICES LIMITED

Money Management Financial Services Limited

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Director-MMFS FINANCIAL SERVICES & MMFS INSURANCE MARKETING FIRM LLP
united kingdom
Employees:
2
Gurdeep Singh Bhatia Work Experience Details
  • Money Management Financial Services Limited
    Director-Money Management Financial Services
    Money Management Financial Services Limited Apr 2014 - Present
    Indore Area, India
  • Money Management Financial Services Limited
    Director-Money Management Financial Services
    Money Management Financial Services Limited Apr 2014 - Present
    Indore Area, India
  • Reliance Management Asset Management Limited
    Cluster Manager
    Reliance Management Asset Management Limited May 2010 - Present
    Panipat-Haryana
    Since Aug’08 with Reliance Capital LtdSince May’10 Reliance Capital Asset Management Limited as Cluster Manger-Haryana• Create and develop market in terms of overall AUM, business size and investor base.• Manage & lead the team to enhance direct sales and channel sales in 6 locations Panipat,Ambala,Rohtak,Hissar,Yamunanagar & Sonepat of HaryanaNotable Contributions• Achieved 200% & 150% of the target given in Debt products and SIPs respectively, in FY10-11 & FY12-13• Enhanced the market share of Reliance Mutual Fund at all locations in Haryana.• Executed some very effective and highly successful promotional campaigns and events to create awareness and visibility during Small Cap & GOLD Saving Fund NFO.• Activation of Key Banking Counters: Over 80% of the total inactive banking counters have been activated for business with the help of top class relationship management and sales skills.• Successfully managed investments of all Urban Cooperative Banks, Cooperative & PF trust societies in Haryana.Aug’08 to May’10 with Reliance Money, Ludhiana as Regional Head-Punjab,HP & J&K Region• Key functional areas include New Franchisee Empanelment, Account Opening ,Equity Volumes & third party distribution products.• Major concentration on making & developing Franchisee model in the Region successful. • Interacting with top HNI clients of the region for generating revenues• Heading and generating Life Insurance business through Direct Vertical as well through Franchisee network.Notable Contributions• Appointed Highest number of new franchisees and channel partners in designated region• Educated franchisees about new products like Futures & Options, Mutual Funds etc and generated business thereon hence achieved all the sales targets.• Highest productivity of all the Center Managers PAN India in Broking and Life Insurance.• Activate the Maximum number of franchisees PAN India
  • Hdfc Standard Life Insurance Co Ltd
    Branch Manager
    Hdfc Standard Life Insurance Co Ltd Jun 2007 - Aug 2008
    Jun’07 to Aug’08 with HDFC Standard Life Insurance Co Pvt.Ltd, Indore as a Branch Manager• Handling and leading the Branch with team of Sales Development Managers.
  • Icici Prudential Life Insurance Company Limited
    Sales Manager,Khargone
    Icici Prudential Life Insurance Company Limited 2006 - 2007
    Nov’06 to Jun’07 with ICICI Prudential Life Insurance Co.,Khargone as Sales Manager (Location Head)• Handling Branch with team of 05 Unit Managers
  • Ing Vysya Life Insurance Co Ltd
    Senior Sales Manager
    Ing Vysya Life Insurance Co Ltd 2005 - 2006
    • To lead & manage the team of Astt.Sales Managers & Sales Managers along with core team of advisors.• Joint sales call with Sales Managers & advisors to make them independent. • Regular training & motivation session for Sales Managers and financial Advisors.
  • Icici Bank
    Relationship Manager
    Icici Bank 2002 - 2004
    • To market commercial vehicles finance to strategic & retail customers• To maintain database of strategic and untapped customer for relationship management • To do sales in commercial vehicle finance through DST& DSA team to achieve monthly vis-à-vis annual targets.• To appoint new DSAs at Indore & all the spoke locations• Team management & Franchise handling in assign territory.

Gurdeep Singh Bhatia Skills

Relationship Management Team Management Banking Insurance Branch Banking Investments Business Development Mis Finance Sales Bancassurance Wealth Management Financial Services Risk Management Commercial Banking Equities Vendor Management Brokers Trade Finance Strategic Financial Planning

Gurdeep Singh Bhatia Education Details

  • School Of Economics,Davv Indore
    School Of Economics,Davv Indore
    International Business
  • Shri Cloth Market Vaishnav Higher Secondary School,Indore
    Shri Cloth Market Vaishnav Higher Secondary School,Indore

Frequently Asked Questions about Gurdeep Singh Bhatia

What company does Gurdeep Singh Bhatia work for?

Gurdeep Singh Bhatia works for Money Management Financial Services Limited

What is Gurdeep Singh Bhatia's role at the current company?

Gurdeep Singh Bhatia's current role is Director-MMFS FINANCIAL SERVICES & MMFS INSURANCE MARKETING FIRM LLP.

What is Gurdeep Singh Bhatia's email address?

Gurdeep Singh Bhatia's email address is bh****@****ail.com

What schools did Gurdeep Singh Bhatia attend?

Gurdeep Singh Bhatia attended School Of Economics,davv Indore, Shri Cloth Market Vaishnav Higher Secondary School,indore.

What skills is Gurdeep Singh Bhatia known for?

Gurdeep Singh Bhatia has skills like Relationship Management, Team Management, Banking, Insurance, Branch Banking, Investments, Business Development, Mis, Finance, Sales, Bancassurance, Wealth Management.

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