Mohit Bhat Email & Phone Number
@indusind.com
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Who is Mohit Bhat? Overview
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Mohit Bhat is listed as Creative Director at Chew Inc at Chew Inc, based in India. AeroLeads shows a work email signal at indusind.com and a matched LinkedIn profile for Mohit Bhat.
Mohit Bhat previously worked as Creative Director at Chew Inc and Wealth Manager at Synergy. Mohit Bhat holds Wealth Advisory Certifications, Wealth Management from Institute Of Banking And Finance, Singapore.
Email format at Chew Inc
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About Mohit Bhat
Financial Wealth Manager holding a strong book size and wallet share of his clients' portfolio globally including NRIs. He has worked in Singapore with AXA and Synergy Financial Advisers pte LTD . Prior to this, he has spent over 6 years in Banking, Wealth Management and Insurance industry with reputed Indian banks and securities firms like HDFC, ICICI and Aditya Birla Group.Holds a Bachelor's degree in Information Technology and certifications required in the banking industry and to further revenue generation; currently attempting CIWM® Global Wealth Certification. Roles & responsibilities handled in past :– possess comprehensive understanding of diverse facets of financial planning, including investments, banking, estate and succession, asset products and alternate investments.– excellent understanding of increase of wallet share, stickiness of banking products and services . Experience working with clients, families, and their advisors to evaluate objectives, fact-sheet ( requirement ) analysis, determine risk threshold, and provide proper need based financial solutions.- generated 5X and above revenue on consistent basic with the bank- worked on and maintained high end credit card base, generating leads, maintaining CRM and further need based X’selling.– strong analytical and quantitative skills.
Listed skills include Market Research, Marketing Strategy, Business Strategy, Business Development, and 30 others.
Mohit Bhat's current company
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Mohit Bhat work experience
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Wealth Manager
Financial Advisory
Assistant Vice President Exclusive Banking | Wealth Advisory
Senior Chief Manager Exclusive Banking | Wealth Advisory
Relationship Manager Exclusive Banking | Wealth Advisory
Senior Relationship Manager Preferred Banking
Financial Relationship Manager offering our Ultra HNI clients a range of strategic and innovative wealth management solutions.Our product suite is a one-stop solution for of their entire portfolio needs which includesCASA | Equity | Fixed Income | Mutual funds | Structured Products | ISA | Foreign Exchange Services| Business Banking | LAP / LAS/ HL / EEG / GL |
Premier Wealth Manager
At ICICI Securities Premier Wealth Management, your financial decisions will be cushioned with the current and relevant market information for trading and long-term investing, which is provided by an independent research team which specialized in garnering the required inputs. In addition to this, your Relationship Managers will be available to analyse your investment needs from time to time in conjunction with you and create an investment roadmap for you. They will, after your acquiescence… Show more At ICICI Securities Premier Wealth Management, your financial decisions will be cushioned with the current and relevant market information for trading and long-term investing, which is provided by an independent research team which specialized in garnering the required inputs. In addition to this, your Relationship Managers will be available to analyse your investment needs from time to time in conjunction with you and create an investment roadmap for you. They will, after your acquiescence execute the investment plan. Mutual Funds Access over 2,500 Mutual Fund Schemes and Exchange Traded FundsProprietary research methodology used to recommend best investment optionsPortfolio Management Schemes Structured Products Fixed Income Invest in a range of debt instruments like bonds and deposits with good credit rating along with attractive yields including Government, Quasi Government and Public Sector (PSU) BondsAccess to the entire mutual fund universeMortgagesReal Estate Invest in residential and commercial Real estate with access to pre-launch offers and attractive rental yields leveraging on the strong relationship with developer and strong market access through the referral model.Invest in real estate funds from fund houses where due diligence done by I-Sec.Private Equity and Venture Capital Invest in carefully selected Private Equity (PE) or Venture Capital (VC) funds across various organisations by leveraging on institutional linkages to directly invest in early stage and growth companies. Structured products Structure investments in unlisted debentures, PMS schemes, Preference shares, convertible debentures, equity shares in Special Purpose Vehicles (SPV’s) Show less
(Private Banking Group) Senior Corporate Manager - Bancassurance
Assistant Manager - Financial Advisory
Mohit Bhat education
Wealth Advisory Certifications, Wealth Management
Bachelor Of Engineering (B.E.), Information Technology
Frequently asked questions about Mohit Bhat
Quick answers generated from the profile data available on this page.
What company does Mohit Bhat work for?
Mohit Bhat works for Chew Inc.
What is Mohit Bhat's role at Chew Inc?
Mohit Bhat is listed as Creative Director at Chew Inc at Chew Inc.
What is Mohit Bhat's email address?
AeroLeads has found 1 work email signal at @indusind.com for Mohit Bhat at Chew Inc.
Where is Mohit Bhat based?
Mohit Bhat is based in India while working with Chew Inc.
What companies has Mohit Bhat worked for?
Mohit Bhat has worked for Chew Inc, Synergy, Axa Financial, Indusind Bank, and Hdfc Bank.
How can I contact Mohit Bhat?
You can use AeroLeads to view verified contact signals for Mohit Bhat at Chew Inc, including work email, phone, and LinkedIn data when available.
What schools did Mohit Bhat attend?
Mohit Bhat holds Wealth Advisory Certifications, Wealth Management from Institute Of Banking And Finance, Singapore.
What skills is Mohit Bhat known for?
Mohit Bhat is listed with skills including Market Research, Marketing Strategy, Business Strategy, Business Development, Team Management, New Business Development, Business Analysis, and Direct Marketing.
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