Summary
Overview
Skills
Accomplishments
Work History
Education
Certification
Volunteer

ANAND BHATT

CRM, Sales And Distribution of Financial Services And Products
Amreli,Gujarat

Summary

Experience in Equity, Derivatives,Commodities, Currencies and Mutual Funds Products. Job profile includes Clients relationship management, Revenue generation, Compliance, Risk management both for Branch and Channels and Team management

I manage the branch with credibility, visibility, and with celerity more than 16 years

Overview

23
23
years of professional experience
7
7
years of post-secondary education
6
6
Certifications

Skills

Trust-base Relationship

undefined

Accomplishments

Revenue increase more than12% CAGR on continues basis in last 12 years.

Make branch one of Commodity Hub in some of Commodities Products.

Revenue Sources from Each Segments.

Received Best Performance Branch award 2 times

Received Best employee award 2 times

Work History

SR.Branch Manager

Marwadi Share and Finance Ltd, Amreli
Amreli
05.2010 - Current

• Achieve consistently revenue and KPI targets with 12% increase.
• From breakeven Branch convert to one of top performer branch
• Provided professional services and support in dynamic work environment.
• Resolved problems, improved operations and provided exceptional service
• Self-motivated, with a strong sense of personal responsibility
• Creating and providing atmosphere for learning and Provided training to staff -members to keep pace with market trends.
• Acquire, develop and strengthen client relationship with high value integrity through effective relationship management
• Manage Surveillance and compliance in branch level define by system

Branch Manager

Religare Commodities Ltd, Junagadh
01.2008 - 01.2010

• Winner of IPL 2009-2010
• stood branch in rank 8 in overall revenue wise in pan india level
• Responsible for revenue generation for branch
• Supervise & coordinate efforts of a group of sales force in branches
• Managed Team and its trainning.
• Handel reporting function with H.O.in relating to operation and sales reports.
• Client Relationship Management.

Branch Manager

Networth Stock Broking
01.2006 - 01.2008
  • Client acquire and generated new business
  • Day to day operation activities to smoothen the daily trade activities
  • Manage the profitability of branch
  • Reporting function with H.O.

Asst. Relationship Manager

IndiaBulls Securities Ltd
Ahmedabad
01.2005 - 01.2006
  • Managed existed client accounts and sourced and generated new business
  • Led advertising campaigns around new product launches
  • Prepared monthly sales reports for senior management
  • Arranged for exposure at trade shows developing business
  • Performed market research surveys on customer needs and requirements
  • Surveyed competitor’s rates prior to product launches to maintain competitive rates for new product

Officer

The Karnavati Co-operative Bank Ltd
Ahmedabad
01.2000 - 01.2005
  • Working Inward/ Outward Clearing
  • Issue D.D./ Pay Order and Issue Fix Deposit Certificate and Cash Dep
  • Total working of OBC/IBC Instruments
  • Working on all types of Accounting Voucher
  • Checking all types of Accounting Vouchers and Daily Supplementary
  • Acquisitions of New Accounts
  • Bank Reconciliation

Education

MBA - Finance

Department of Business Administration
Bhavnagar
06.1998 - 04.2000

P.G. Dip. in Finance And Investment - Investment & Financial Analysis

School of Economics
Gujarat University
09.1996 - 05.1998

Bachelor Of Commerce - Accounts

Nav Gujarat Commerce College, Gujarat University
05.1993 - 06.1996

Certification

NISM & CRISIL Certified WEALTH MANAGER

ANAND BHATTCRM, Sales And Distribution of Financial Services And Products