Summary
Overview
Work history
Education
Skills
Certification
INTEREST
PROJECTS
INTERNSHIP
DIPLOMA
PROFESSIONAL ACTIVITIES & ACHIEVEMENTS
Languages
Timeline
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TRIBHUVAN  BHATT

TRIBHUVAN BHATT

Sitarganj, Udham Singh Nagar, Nagar,India

Summary

Results-driven finance professional with experience in mutual fund distribution, relationship management, and business development. Seeking to leverage my expertise in investment solutions, partner management, and client servicing to contribute to organizational growth and long-term success.


MBA Finance professional with 3+ years of experience in Asset Management, specializing in mutual fund distribution, partner management, and business development. Proven ability to drive sales growth and build strong client relationships.

Overview

1
1
Certification

Work history

Assistant Manager Sales & Distribution

HSBC ( India )Asset Management Company Ltd
Dehradun , India
06 2026 - 2026.06
  • Managing and developing relationships with approximately 125 Mutual Fund Distributors (MFDs), multiple National Distributors (NDs), and banking partners.
  • ​Driving business generation across Mutual Funds, Special Investment Funds (SIF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
  • Providing product knowledge, investment solutions, partner servicing, and business development support to distribution partners.
  • ​Conducting partner engagement programs and investor awareness initiatives to strengthen relationships and business growth.
  • Generating sustainable growth through relationship management, service excellence, and product expertise.

​Key Highlights:

  • ​Managing one of largest distributor networks in region.
  • Handling 130+ MFDs along with multiple NDs and banking channels.
  • Promoting MF, SIF, PMS, and AIF products across distribution channels.
  • Executed successful sales pitches contributing to increased conversion rates.
  • Analysed sales reports to identify trends and update strategies.

Relationship Manager

HDFC Asset Management Company Ltd
Haldwani ( Rudrapur ), India
09 2023 - 05 2026
  • Managing and developing strong distribution network consisting of 44+ Banks, 3+ National Distributors (NDs), and 45+ Mutual Fund Distributors (MFDs), along with direct retail and HNI clients.
  • Driving sales of Mutual Funds, SIPs, PMS, AIF, and GIFT City products through multi-channel partners.
  • Conducting Investor Awareness Programs (IAPs) and Financial Literacy Sessions to increase retail investor participation and long-term SIP penetration.
  • Consistently achieving business growth targets in growth market location by expanding client base and strengthening partner relationships.
  • Building sustainable partner ecosystems and enhancing investor engagement across product categories.

Key Achievements:

  • Consistently delivered 2X–3X performance against NFO targets, establishing strong track record in new fund mobilization.
  • Expanded SIP book size and client penetration across multiple distribution channels.
  • Drive higher growth by activating and expanding partner networks across Banks, NDs, and MFDs.
  • Delivered consistent business growth.
  • Recognized for excellence in Investor Education & Awareness initiatives, conducting multiple high-impact sessions.

Relationship Executive

ICICI Prudential Asset Management Company
Haldwani ( Almora ), India
06 2023 - 09 2023
  • Assisted in promoting and distributing mutual fund products with focus on retail investors.
  • Educated clients on Systematic Investment Plans (SIP), financial planning, and investment solutions.
  • Achieved recognition as Winner of “Financial Freedom SIP Drive” for outstanding performance with 200% in driving SIP investments.
  • Gained and developed strong exposure in sales, client relationship management, and AMC distribution strategy.
  • Collaborated with sales team to convert leads into profitable business relationships.
  • Undertook intensive product training sessions, providing insightful knowledge during client interactions.
  • Facilitated multi-channel communication strategies, enhancing customer engagement levels.

Education

MBA - Finance & Business Analytics

Graphic Era Deemed to be University
04/2021 - 05/2023

Bachelor of Commerce - Commerce

Motiram Baburam Government Post Graduate College
06/2016 - 07/2019

12th - Intermediate

P. P. S. V. M. Inter College

10th - Highschool

P. P. S. V. M. Inter College

Skills

Core Technical & Financial Skills -:

1 Mutual Fund & Investment Knowledge - NAV, AUM, SIP/STP/SWP Fund categories (equity, debt, hybrid, etc) Risk-return trade-off, diversification

2 Financial Analysis Reading financial statements Fund performance evaluation (alpha, beta, Sharpe ratio, etc)

3 Excel & Financial Modeling Data analysis, return calculations, charting tools

4 MS Office & Presentation Skills Especially PowerPoint for client

5 Knowledge of Financial Products Insurance, fixed income, equities, retirement products, etc

6 Understanding of Regulatory Framework SEBI guidelines AMFI Code of Conduct

Sales & Relationship Management Skills

1 Client Relationship Management (CRM)

2 Consultative Selling

3 Investor Education & Awareness

4 Presentation & Communication Skills

5 Negotiation & Objection Handling

6 Channel Partner Management (especially with MFDs, banks, distributors)

Analytical & Technological Skills

1 Data Interpretation & Reporting

2 Mutual Fund Platforms (MF Central, My CAMS, BSE Star MF, NSE)

3 Basic SQL & Tableau

Soft Skills & Work Ethic

1 Attention to Detail

2 Problem Solving

3 Time Management

4 Team Collaboration

5 Adaptability

6 Professional Ethics & Integrity

Certification

  • NISM-SERIES-VA MUTUAL FUND DISTRIBUTOR(LEVEL-1)
  • NISM-SERIES-VC MUTUAL FUND DISTRIBUTOR(LEVEL-2)
  • Award in International Wealth Management Program
  • Excel for MF Business Program Certification
  • Google Data Analytics Professional Certification
  • Tally erp 9
  • Courses on computer concepts ( NIELT)

INTEREST

  • Capital Markets & Investments
  • Wealth Creation Strategies
  • Investor Awareness Initiatives
  • Business Networking
  • Fitness & Personal Development

PROJECTS

A study on effect of performance Analysis of HDFC mutual fund Schemes, An Analytical Study to Identify the Dependence of nifty 50 on FII & DII Activity (Study Period Sept 2008 to October 2020)

INTERNSHIP

  • HDFC Asset Management Company
  • Assisted in investment advisory services and gained practical exposure to mutual fund operations.
  • Supported MIS reporting and data analysis, improving reporting efficiency for business teams.
  • Coordinated with channel partners and distributors to strengthen client servicing and relationship management.
  • Conducted research and prepared a project report: “A Study on Effect of Performance Analysis of HDFC Mutual Fund Schemes.”
  • Enhanced skills in MS Excel, financial reporting, and mutual fund distribution processes.

DIPLOMA

Diploma in computer software application

PROFESSIONAL ACTIVITIES & ACHIEVEMENTS

  • - Winner of the Financial Freedom SIP Drive conducted by ICICI Prudential Asset Management Company.
  • - Secured 1st position in the Debate Competition organized by the Kavyanjali Club and NSS GEU.
  • - Contributed to organizing and managing Rolla Rappa Vol. 1 featuring Dilpreet Dhillon, successfully handling a crowd of over 5,000 people.
  • - Participated in the Personal Finance Course organized by CDSL.
  • - Participated in the Rashtriya Hindi Gaurav Sammelan on World Hindi Day, organized by GEU-Kavyanjali.
  • - Successfully completed the National Quiz on the Financial Sector, organized by NSE, MyGov, and Azadi Ka Amrit Mahotsav.
  • - Participated in the Entrepreneurship Awareness Drive organized by E-Cell, IIT Kharagpur.

Languages

Hindi
Native
English
Fluent

Timeline

Assistant Manager Sales & Distribution

HSBC ( India )Asset Management Company Ltd
06 2026 - 2026.06

Relationship Manager

HDFC Asset Management Company Ltd
09 2023 - 05 2026

Relationship Executive

ICICI Prudential Asset Management Company
06 2023 - 09 2023

MBA - Finance & Business Analytics

Graphic Era Deemed to be University
04/2021 - 05/2023

Bachelor of Commerce - Commerce

Motiram Baburam Government Post Graduate College
06/2016 - 07/2019

12th - Intermediate

P. P. S. V. M. Inter College

10th - Highschool

P. P. S. V. M. Inter College
TRIBHUVAN BHATT