1. Bharat Narendra Bhatia
LinkedIn: bh.linkedin.com/in/bharatbhatia2709
Email: bhatiabn@hotmail.com
DOB: 27th
September 1990
Mob: +91 97694 69720
PROFESSIONAL SUMMARY
Aspiring for a challenging position in a prestigious organization where I can enhance my skills and strengthen
them in conjunction. A self motivated achiever with an ability to plan and execute. My objective always
remains to contribute towards progress and wish to enter into an impeccable relationship with an organization
which can utilize my talent to the maximum.
I am a MBA Graduate, pursuing my career as a Chartered Financial Analyst (CFA®). Have cleared Levels I &
II of the CFA Examination and currently a Level III Candidate; I also hold a Certified Financial Planners
(CFPCM
) qualification and Bachelors in Accountancy and Finance (B.A.F).
WORK EXPERIENCE
 Independent Consultant, Trainer and Financial Analyst Dec 2015 - Present
 Training and facilitation of the Chartered Financial Analyst (CFA®) Program, accounting and financial
courses in India and Bahrain
 Result oriented, business performance investment consulting and research analysis
 Sourcing attractive investment opportunities in equity and other instruments in Financial Institutions,
Education, and Logistics etc.
 Bahrain Institute of Banking and Finance – Management Analyst Sept 2015 – Dec 2015
 Training, facilitation and coordination of the Chartered Financial Analyst (CFA®) Program, accounting
and financial courses
 Analyzing business processes by consulting with departmental personnel to document current work
processes and identify necessary improvement opportunities.
 Analyzing problems for smooth implementation of corporate training programs by identifying alternate
solutions.
 Conducting and documentation of research under constrained timelines. Resulting in improved program
delivery.
 Obtaining background information necessary for appointments, meetings and preparation of
correspondence reports.
 Provision and usage of data for trend analysis and procurement forecasts.
 Staying current on procurement needs, timeliness and purchase cycles.
 Capital Knowledge W.L.L – Support Officer Feb 2013 – Mar 2014
 Directly reporting to the Managing Partner and Managing Director. Recognized for combining program
excellence, integrity and innovation with disciplined attention to achieving immediate and long-term
institution goals.
 Program Coordination for the Chartered Financial Analyst (CFA®) Program. Successful in designing
strategy and structure to bring high pass rates for the CFA® Prep Program by Capital Knowledge.
 Focused on knowledge and career enhancement for fresh graduates and experienced employees by
developing materials and examinations for corporate and government training programs.

2.  Maintain liaison with students, faculty and staff in facilitating program objectives and delivering quality
knowledge along with administration work.
 Prepared and compiled successful training proposals/tenders for Tamkeen (a government institute tasked
with developed of the private sector of Bahrain) and public institutions for learning solutions provided by
Capital Knowledge.
 Successfully administered program effectiveness by performing actions to develop improved educational
quality. Resulted in achieving an ‘Outstanding’ rating by The Qualifications and Quality Assurance
Authority, Bahrain.
 ICICI Bank – Management Trainee July 2007 – Aug 2007
 Attended company workshops, lectures and spoken to potential clients when called upon.
 Attended Financial Advisor trainings and continuous education via brokers to stay up to date with current
products, services, solutions and policies.
 Complied with all rules and regulations in accordance with the Central Bank of Bahrain (CBB).
 Created and successfully implement sales and marketing strategies to generate excess revenue for the retail
banking division.
ACADEMIC QUALIFICATIONS
Year Certification Institution
2012 - Present Chartered Financial Analyst (CFA®) Level III Candidate CFA Institute
2014 - 2015 Masters In Business Administration (MBA) Chifley Business School
2011 Certified Financial Planning (CFPCM
)
Financial Planning Standards
Board (FPSB India)
2011 Bachelors in Accounting and Finance (B.A.F) University of Mumbai
COMPUTER PROFICIENCY
 Microsoft Office (Word, PowerPoint, Excel and Outlook).
 Visual Basic for Applications (VBA)
 Tally 9 ERP.
ACHIEVEMENTS AND AWARDS
 Represented B.A.F in the intra college cricket league KPL (K.C.College Premier League), in
November/December 2008.
 Successfully handling a simulated crisis in a village during an industrial visit held by K.C.College in
December 2009.
 Successfully conducted various corporate events for The CFA Institute and The CFA Society of Bahrain.
Effectively involved in preparation of itineraries of Key Invitees and to coordinate with the team to ensure
success of the events held.
LANGUAGE SKILLS AND INTERESTS
Language
Skills
English
●●●●●
HINDI
●●●●●
ARABIC
●●●
Interest Video Gaming, Music, Movies, Motor Sports, Cooking, Social Networking.

3. TRAINING EXPERIENCE
 Involved with teaching (online and live sessions) Level One & Two of the Chartered Financial
Analyst (CFA®) program since 2013; Provision of training in all subjects (Ethics, Quantitative
methods, Economics, Financial Reporting, Corporate Finance, Portfolio Management, Equity
Analysis, Fixed Income Analysis, Alternative investments and Derivatives).
 Involved in creation of material from scratch and also held responsibility to keep the course
updated before delivery to candidates. Programs included in excess of CFA were short duration
courses primary in Financial Modeling, Excel, Investing Planning, Mutual Funds etc.