MAHESH R.BHATIA. Bl. No. 474/a, Sardarnagar, Ahmedabad-382 475.

{DOB–21-07-1974} Email: maheshrbhatia@gmail.com / mr_bhatia@yahoo.com (M) +91 977 34 10001.

Appointed as a Certified and Authorized Trainer, for Gujarat Knowledge Society, Promoted by Govt. of Gujarat, for
Banking Skills, Retail Skills, Marketing Skills, Sales Skills and Communication Skills from May, 2010 onwards, and
also Providing my services to Sanskar Education, Gandhinagar. Provided training for BPO courses for IL & FS, at
Vivekanand College of Commerce, Raipur, Ahmedabad.
ACHIEVEMENTS:
 Logged business of 12 lacs Premium in Future Generali Life Insurance and one Insurance Manager qualified
for Baku Trip Contest.
 Awarded with “ STAR OF THE DAY” on collection of 10 lacs premium a day.
 Achieved Certificate of Completion on successful completing the Future Generali program on Awareness on IT
Securities, AML (Anti Money Laundering) KYC, Net Promoter Score, Whistle Blower Policy, Future
Generali Values, PIVC (Pre Insurance Verification Calling), Governance Policy, FG Express Term Life Plan.
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 My Centre (Gandhi nagar) ranked 1 , 100% results in Banking Certificate & Retail Certificate.
 Providing Successfully Training for Professional Courses like Banking, Retail, Marketing, Sales &
Communication Skills affiliated with Gujarat Knowledge Society, Government of Gujarat (GoG).
 Certified and authorized Trainer by Merit Trac Assessment, Bangalore & Gujarat Knowledge Society, GoG.
 Successfully established the Branch at Himatnagar along with the services & sales of our products in S K.
 Created and managing good relations with Local residents, businessman, and professionals i.e. C.A, Doctors,
Lawyers, etc., Farmers, Traders, Distributors, Dealers, Banks, and Finance related concerns.
 Over achieved the target of SIPs, and Empanelment till Nov., 2008.
 SIP Target - 200  Achieved – 250 + SIPs
 All ARN Holders should be empanelled  Out of 26 ARN holders, Empanelled 21.
 Awarded with rewards for Best Performance in July 2001 and Oct., 2001...
 Awarded with Certificate of Appreciation by Chairman Mr. Analjit Singh, CEO & MD Mr. Anuroop (Tony)
Singh in April 2001. Founder Team Member – Agent & Advisor for Max New York Life INS Co till Nov.,
2001.
TRAINING PROGRAMMES ATTENDED:
 Concept of Mutual Funds and Mutual Funds with ICICI PRU AMC AT: Hotel Supreme Heritage, Mumbai.
 Concept of Mutual Funds in India AT: AHMEDABAD MANAGEMENT ASSOCIATION, AHMEDABAD.
TRAINING PROGRAMMES CONDUCTED:
 Successfully conducted Training programmes for the professional courses like Banking Skills, Selling Skills,
Communication Skills, Marketing Skills, and Retail Skills affiliated with Gujarat Knowledge Society (GKS).
 Conducted AMFI (Association of Mutual Funds in India) Training Program at Himatnagar.
 Conducted Online Training Sessions for AMFI Exam Preparation.
 Conducted Training Programs for groups of 5 to 15 candidates at Himatnagar Premises.
 Conducted Off Line AMFI Exam, for the first time ever, in the location like Himatnagar through Indian
Institute of Capital Markets, Mumbai in the month of June, 2008.
WORK EXPERIENCE WITH THE COMPANIES:
Senior Sales Manager in Future Generali Life Insurance Co. Ltd., Emp Id. 1128883, reporting to Mr. Chirag Trivedi
Sir, from November 2018 to June 2019.

Manager Sales & Services in V S CARGO from January 2017 to November 2018.

Unit Manager in SBI Life Insurance Co. Ltd. Emp. Id. e31703, reporting to Mr. Hirdesh Verma Sir, from July 2016 to
Dec. 2016.

Sales Manager in Met Life India Insurance Co. Ltd., Emp.Id. 1069057, reporting to Mr. Chirag Trivedi Sir, from
Dec.2009 to Aptil 2010.

Sales Manager in DLF Pramerica Life Insurance Co., Emp. Id. 00886, reporting to Sejal Mehta Mam, from Sept. 2009
to Nov. 2009.
ACME ION EXCHANGE FROM Jan. 2009 to May, 2009 AS A MANAGER.
ISO 9001-2000 Certified Company, Manufacturer & Marketers of Reverse Osmosis (RO) Units with AQUILA brand.
WORK PROFILE:
 Providing Company Training, Product Training & Sales Training to the existing and new Staff.
 Motivating Sales Team for achieving Targets and Planning Sales Strategy.
 Handling Branch Operation, Dealer Network & Tender work for RO’ s and Water Softening Plants.
 Recruiting new Team & Handling the Team of Team Leaders, Sr. Sales Executive, and Sales Executives.
 Providing Adorn Services and Annual Maintenance Contracts to the existing and New Customers.
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.,
@ HIMATNAGAR, AS TERRITORY SALES IN CHARGE FOR SABARKANTHA from Feb, 2008 till Dec., 2008.
WORK PROFILE:
 Establishing the Branch in Himatnagar and do Expansion of the Branch’ s services in Talod, Prantij, Modasa,
Idar, Khed Brahma, Mansa, Bhiloda, Bayad etc. Talukas of Sabarkantha District (S K).
 Conducting programs on AMFI Training and Examination Awareness.
 Conducting programs on Awareness of Mutual Funds in various Talukas of Sabarkantha Districts.
 Providing presentation for new products and ongoing products of Mutual Funds, Systematic Investment plan,
with peer group of companies, Insurance Products, Financial Products and Planning Sales Activities.
 Conducting Presentation on this Volatile Equity Market and Promoting Mutual Funds in the Market.
 Conducting & Presenting Business Opportunity Program in various Talukas of Sabarkantha District.
 Recruiting Brokers-Sub Brokers, Marketing Executives, Financial Advisors for Mutual Funds.
Prime Solutions – DSA of various MNC Banks Jan., 2006 to Jan, 2008.

WORK PROFILE:
 Providing Training for the Loans, Credit Cards and other Financial Products to new & existing staff.
 Recruiting Tele callers, Doc Boys, Sub Brokers & Executives for Financial Products.
 Planning Sales Activities & Handling Unit Meeting with Executives, Tele callers & Sub Brokers – Team Work.
 Providing Solutions & services of Personal Loans, Home Loans, and Mortgage Loans to the clients.
Shraddha Communications – Telecom Prod. Jan., 2002 to Dec., 2005.

WORK PROFILE:
 Planning Sales & Service Activities for Telecom Products, Handling Unit Meeting – Team Work.
 Offering Solutions & adorn services, making Tailor made plans & schemes as per requirements of the clients.
 Handled successfully negotiations for getting CUG plans & services.
 Recruiting Marketing Executives for marketing Telecom Products.
FAMILY BACKGROUND:
 Grand son of Lt. Shri P.N.Bhatia, Ret. Labour Enforcement Officer, in MINISTRY OF RAILWAY.
 Son of Lt. Shri R.P.Bhatia, Accountant, ALL INDIA RADIO, AAKASHWANI, AHMEDABAD.
EDUCATIONAL PROFILE:
 Cleared successfully the Assessment for Trainer in Marketing Skills, Communication Skills, Banking Skills,
Retail Skills and Selling Skills from Merit Trac, Bangalore and Gujarat Knowledge Society, Govt of Gujarat.
 Cleared AMFI Exam with 70% marks.
 Cleared IRDA Exam with 80% marks.
 Cleared B.Com ” ” with 59% marks.
LANGUAGES KNOWN: English, Hindi, and Gujarati.

Familiar with Computers: MS OFFICE, ADOBE PHOTOSHOP, COREL DRAW AND INTERNET.

HOBBIES: Traveling and watching Comedy Films. Games: Cricket and Chess.

More about me: Confident, Positive Attitude, Faith in God, Smart Working, Honest & many more.

Mahesh R. Bhatia.
Ahmedabad.