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Vijay Bhatia · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Work ex of 25 years in the Financial Services Industry having experience in various roles like Instituitional Sales for 6 years, as a Fund Manager with a Foreign Fund and with a Bank in the Treasury for 2 years . Having a rich experience of more than 15 years as a Senior Relationship Manager, handling and acquiring High Networth clients on the Private Wealth side. Expertise in handling various businesses in large organisations and being in the core inner teams at various levels. Diverse experience covers indepth knowledge of financial sector , business development, investment advisory services, risk management, client relationship management & back office processes.
Specialties: Equity Advisory and Asset Allocation. Restructuring portfolios, Sales and Business Development and Client Relationships.
Experience
Prop InvestorCurrent
na · Mumbai, Maharashtra
Feb 2020 – Present
Senior VP,Wealth Management Services
360 ONE · Mumbai
Nov 2005 – Feb 2020
Senior VP, Wealth Management Services at IIFL Wealth. Own and advise more than 400 crs AUMs across Mumbai,Chennai, and Bangalore.
Education
- Narse Munjee Institute of Management Studies(NMIMS), Mumbai — DBM, Finance · 1992 – 1993
- IIM Ahmedabad — Certificate Prog, Capital Markets and Portfolio Management · 2000 – 2000
Skills
Data Science Course with Guaranteed InternshipEquity AdvisoryPortfolio ManagementStock PickingClient Relationship ManagementNew Business DevelopmentAsset AllocationEquitiesInvestmentsCRMWealth ManagementFinancial ServicesTradingRelationship ManagementRisk Management