Bhavya Bhalla
Manager Bajaj Broking HNI wealth I Deputy Manager Wealth PBG NRI DESK | NISM VII, NISM VIII, IC 38, PMS
- Role
- Manager Hni at Bajaj Broking
- Location
- Ludhiana, PB, IN
- LinkedIn followers
- 500 followers
About Bhavya Bhalla
Expertise in stock market where i am currently working with Bajaj Broking HNI channel to provide services to HNI,UHNI clients.Having experience with HDFC SECURITIES benefits from my expertise in portfolio management and equity derivatives, ensuring clients receive top-tier financial guidance. Handling premium clients.The knowledge I gained from a Bachelor\'s in Business Management underpins my strategic approach to advising on investment portfolios and optimizing operations. With certifications in Securities Operations, Risk Management, Portfolio management (PMS),Equity Derivatives, we\'ve enhanced our banking channel\'s performance. Partnering with clients, we navigate the complexities of NSE/BSE markets. My commitment to continuous learning and client empowerment drives us to achieve shared financial goals.*DM for PR/ COLLABORATION*
Experience
Manager Hni
Dec 2025 — Present · Ludhiana, IN
1.Managing Retail clients and generating revenue Knowledge of executing trades on various trading platforms2.Trade execution3.Provide stock & sector specific updates to clients Strong knowledge of financial products – Equities & DerivativesTrading in Nifty & Stock Options strategies and understand chartingReviews orders to ensure accuracy and keep proper records 4.Client Servicing – Offline dealing services, Ledger work, Back Office queries and Customer ServiceSales – Acquiring new clients and maintaining a customer centric approach 5.Ensure confidentiality and trade secrecy.6.Cross selling products.
Education
Uttaranchal University
Master of Business Administration
Khalsa College for Women, Civil Lines,Punjab university
Becholars in business management, Business Administration and Management, General
2013 — 2016
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