Karan Bhatia

About Karan Bhatia

A post graduate in Finance with over 18 year of experience, currently into Fixed Income…

Experience

1. Fund Manager - General Manager Fixed Income

   Niva Bupa Health Insurance

   Dec 2015 — Present · New Delhi, IN

   Formation of strategies for execution of fixed income deals, aligned with the ALM framework and generation of portfolio yield- ahead of plan and competition, and in line with the risk appetite of Investment CommitteeManagement of fund duration strategy and Investment horizon according to yield curveResearch on fixed income markets and liaison with various stakeholders viz. Primary dealers, banks, brokers, AMCs/mutual funds, sell side research team etcTracking fixed income market on a regular basis, RBI monetary policy statements and market sentiments to be able to take better investment decisionsProvide regular updates to the Investment Committee, Working Investment Committee and senior management on investment position, strategy and performance, new products, investment options and regulationsMaintain optimum liquidity, mix of long term and short term instruments, to meet all the liabilities ans match ALM

Education

• KIM Library (Kirloskar Institute of Management_library)

  Master of Business Administration - MBA, Finance and Financial Management Services

Skills

• Teamwork
• Banking
• Risk Management
• Team Management
• Portfolio Management
• Loans
• Strategic Planning
• Payments
• Investments
• Customer Service
• Business Analysis
• Microsoft Office
• Sales
• Analytical Skills
• Financial Analysis
• Negotiation
• Business Development
• Real Estate Transactions
• Credit Risk
• Real Estate
• Management
• Team Building
• Records Management
• Data-Driven Decision Making
• Performance Management
• Invoicing
• Mis
• Property Management
• Marketing
• Credit Cards
• Financial Risk
• Team Leadership
• Budgets
• Finance
• Marketing Strategy
• Customer Relationship Management (Crm)
• Leadership
• Mortgage Lending
• Retail Banking
• Business Strategy