Prateek Bhati
About Prateek Bhati
Prateek Bhati is a Zonal Program Manager at IndusInd Bank, specializing in KAM and SRM in the South region of India. He has extensive experience in financial services, having held various roles at notable institutions including Axis Bank and ICICI Securities.
Current Role at IndusInd Bank
Prateek Bhati serves as the Zonal Program Manager for Key Account Management (KAM) and Strategic Relationship Management (SRM) in the South region at IndusInd Bank. He has held this position since 2023, contributing to the bank's strategic initiatives and client management efforts in Bengaluru, Karnataka, India.
Previous Experience in Financial Services
Prior to his current role, Prateek Bhati accumulated extensive experience in the financial services sector. He worked at ICICI Securities as a Regional Product Manager for NRI from 2020 to 2023, and at Axis Bank as Unit Head for NRI Business from 2016 to 2020. His earlier roles include serving as a Paraplanner at AWSM Australia and as a Senior Financial Planner at Great Eastern Financial Advisers Private Limited.
Education and Qualifications
Prateek Bhati completed his Bachelor of Commerce (BCom) in Accounting and Finance from Delhi University between 2007 and 2010. He furthered his education by obtaining a Master's degree in Business, Management, Marketing, and Related Support Services from the Indian Institute of Planning and Management Delhi from 2010 to 2012. Additionally, he studied wealth management at the Chartered Institute for Securities & Investment in 2017.
Work History Overview
Prateek Bhati has a diverse work history in the financial sector. He began his career as a Senior Financial Planner at Great Eastern Financial Advisers Private Limited from 2012 to 2014. He then transitioned to Bajaj Capital Ltd as a Relationship Manager from 2014 to 2015. His career trajectory includes significant roles at AWSM Australia, Axis Bank, and ICICI Securities, showcasing his expertise in managing financial products and client relationships.