Vishal Bhardwaj
Relationship Manager @Kotak Mutual Fund
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WORK HISTORY
Relationship Manager @Kotak Mutual Fund
EDUCATION
Jaipuria School of Business, Ghaziabad
Post Graduate Diploma in Management
Central Board of Secondary Education
Matriculation
Guru Gobind Singh Indraprastha University
Bachelor of Business Administration - BBA
Central Board of Secondary Education
Intermediate
ABOUT VISHAL BHARDWAJ
I’m a driven and enthusiastic finance professional currently working as a Relationship Manager at Kotak Mutual Fund. With a strong foundation in financial services, sales, and client relationship management, I thrive in dynamic environments where I can connect with clients, understand their investment goals, and deliver tailored mutual fund solutions to help grow their wealth.My previous internship at Motilal Oswal Financial Services helped me build core skills in market research, investment strategies, and lead generation, where I opened 10+ active Demat accounts. I bring hands-on experience with tools like MS Excel, CRM platforms, and financial reporting, along with certifications from IIM Ahmedabad and other prestigious institutions in Design Thinking and Pre-MBA Statistics. I’m passionate about continuously developing both my interpersonal and analytical skills. Whether it’s through learning, client interaction, or problem-solving, I aim to add value to every conversation and every opportunity.Let’s connect if you’re interested in investments, sales strategy, or just want to talk about how to grow in the financial domain.
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