1. Chirag Ashok Bhatt
Objective
Add value in increasing profitability & market share of the Organization.
Summary Statement
• 12 years of Direct Sales experience in Assets & Wealth Management Product & Services.
• Knowledge of Retail & NRI Banking, Life & General Insurance & Mutual Fund Products & Services.
• Understanding client risk profile & suggesting the most appropriate financial solution- customer centric.
• Demonstrated capacity to bring an uncompromising approach to improve client service & achieve sales.
• Strive for continued excellence & eager to learn & implement sales strategies for business growth.
Professionl Experience
Organization: Emirates NBD, Abu Dhabi April 2014 – till date
Designation: Sales Executive
Role:
• Specialized in Sales of Personal Loan & Cross-Sell of Credit card &Payroll accounts
• Achieving targets & finding opportunities to increase business productivity from existing & new clients &
Large Organization tie-up.
• Client Credit Risk Assessment by means of financial & other analysis to support Credit team on approvals.
Organization: Axis Bank, Mumbai, India Nov 2011 – Nov 2013
Designation: Wealth Manager
Role:
• Wealth Management Services for HNI handling a portfolio of 100 clients with AUM of over 25 Crore.
• Develop a relationship of trust with existing clients, upgrade branch base to wealth segment & acquiring new
client.
• Deepen the relationship by cross selling Fee-based Income & Mortgage based product & services.
• Product Life & General Insurance, Mutual Fund, Equity Advisory Services, Bonds & Axis Direct.
Organization: Mashreq Bank, Abu Dhabi April 2010 – July 2011
Designation: Financial Planner
Role:
• Fee based product sales i.e. Life Insurance, Bond & Mutual fund to existing client base.
• Worked with major branches & SME channel in Abu Dhabi to train & develop Branch Manager, Sales &
Service Officer & Customer Service Officer how to generate leads for Wealth Management Services to
increase the profitability of channel.
• Insurance partnership company are Zurich International Life, MetLife ALICO & Royal Skandia (Old Mutual
Group)
Achievements:
• Achieved Revenue of USD 35000/-
Organization: Al Nabooda Insurance Brokers, Dubai, UAE January 2009- March2010
Designation: Financial Consultant
Role:
• Independent broker sale of Life Insurance, General Insurance & Mutual fund to Individual.
• Lead generator General Insurance for Corporate on Risk Management Solutions.
• Representing & advising a full line of Life & General Insurance products & services to client.

2. Organization: HDFC Bank, Dubai, UAE May 2008- December 2008
Designation: Relationship Manager - Wealth Management Services
Role:
• New business development, retaining & cross sell bank products & service to existing client.
• Direct involvement in the entire sales cycle from prospecting to closure.
• One stop solution for clients on Portfolio Management Services, Onshore Mutual Fund, Insurance, NRI
Banking, Time Deposits, Online Share Trading Account & Home Loan.
Achievements:
• Achieved Revenue of Rs 10,00000/-
Organization: Citibank NA, Dubai, UAE March 2006- April 2008
Designation: Relationship Officer - NRI Business Wealth Management Services
Role:
• Acquiring, retaining & developing relationship with existing & prospective customer.
• Initiate innovative micro marketing activity to generate lead like Cold call in Industrial Area.
• One stop solution for client’s offshore investment advisory services in International Mutual Fund, Insurance,
Structured Notes & NRI Banking.
Achievements:
• Achieved Revenue of USD 110000 in the year 2007
• Achieved Revenue of USD 75000 in the year 2006
Organization: ABN AMRO Bank N V, Sakhar Bhavan, Mumbai, India March 2005-February 2006
Designation: Investment Advisor – Retail Banking
Role:
• Investment Advisor for ‘Personal Banker Channel’ – Team of 12
• Responsible for driving & achieving sales targets for Mutual Fund.
• Leading personal banker team for closures & up sell.
• Grew asset under management of Mutual Fund for the Channel.
• Knowledge sharing, training & developing team on market intelligence & updates on M.F
Achievements:
• Consistently acquired new AUM of Rs. 50, 00,000/- per month.
Organization: HDFC Bank Ltd, Ghatkopar, Mumbai, India June 2004- February 2005
Designation: Investment Relationship Manager – Retail Banking
Role:
• Increase the bank market share by cross selling Investment to existing client base.
• Managing & grew portfolio size offering investment advisory services in Mutual fund, Insurance, Portfolio
Management Services product & cross sell Asset product.
Achievements:
• Won Franklin India Flexi cap IPO Scheme contest.
Education Qualifications & Certification
• Master of Management Studies (Marketing), University of Mumbai May 2001- May 2003
• Bachelor of Commerce, University of Mumbai May 2000- May 2001

3. • Introduction to Securities & Investment (International) – CISI (UK) Certification Level I.
• NISM – Series – V – A: Mutual Fund Distributors Certification Examination.
• Insurance Regulatory & Development Authority (IRDA) Life Insurance Certification.
Personal Detail
• D.O.B:12/05/80 – Marital Status: Married Valid UAE Driving License
• Mobile: + 971 56 9457301 Email: bhattchiraag@yahoo.co.in