Profile Brief

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A seasoned professional with over 30 years of experience in the mutual fund and financial services industry, Bhareth Ghia has demonstrated expertise in managing distribution networks, driving AUM growth, and building high-performance teams. His strategic leadership has consistently delivered exceptional results in business development, relationship management, and channel expansion.

Key Strengths:

  • Proven expertise in managing relationships with banks, national distributors, wealth managers, and IFAs.
  • Skilled in developing and executing sales strategies, driving channel performance, and optimizing sales processes.
  • Strong background in team leadership, mentoring, and cross-cultural team management across diverse geographies.
  • Excellence in strategic planning, portfolio management, and enhancing market penetration through innovative solutions.

Professional Achievements:

  • Played a pivotal role in increasing AUM from 7,000 crores to 12,000 crores at UTI Mutual Fund, while boosting market share from 2.85% to 4.30%.
  • Activated over 450 IFAs and enhanced SOW with key national and regional distributors.
  • Successfully expanded business in SME channels, growing AUM from 350 crores to 4,000 crores.
  • Spearheaded the establishment of new branches and distribution networks in West India, making regions profitable within a short span.
  • Managed a team of 178 branch and relationship managers across 50 branches in the West Zone at UTI Mutual Fund.

Career Timeline:

  • UTI Mutual Fund (Mar 2009 - Present): Zonal Head - West Retail
  • Edelweiss Mutual Fund (Nov 2007 - Mar 2009): Head - National Distributors & Private Banks.
  • ICICI Prudential AMC (Jul 1998 - Oct 2007): AVP Sales & Distribution/VP
  • Karvy Securities (Nov 1994 - May 1998): Senior Manager

Education & Credentials:

  • Management Development Program, XLRI Jamshedpur, 2002
  • B.Com., Mumbai University, 1988.
  • Certifications in Investment Analysis & Portfolio Management, Wealth Management, Sales Acceleration, and Negotiation Skills from leading institutions such as ISB and NFCM.

Core Competencies:

Strategic Planning | Business Development | Channel Management | Relationship Building | Team Leadership | Product Marketing | Portfolio Management

Bhareth Ghia's exemplary leadership, relationship-building skills, and ability to deliver consistent growth make him a driving force in the financial services sector.