Bibhuti Mohanty

Bibhuti Mohanty has a diverse work experience spanning across various roles and industries. Bibhuti started their career as a Private Wealth Advisor at Vantage Insurance Brokers & Risk Advisors Pvt. Ltd in 2005, where they worked until 2009. Bibhuti then joined Kotak Mahindra Bank as an Account Relationship Manager, acquiring Ultra HNI & Corporate clients for Wealth Management Services. In 2011, they moved to Shreyash Informatics Pvt Ltd as a Solution Consultant, where they were responsible for the presales of TCS-ION cloud-based ERP and infrastructure solutions. In 2012, they joined Acrotrend as a Presales Consultant until 2015. At Acrotrend, they utilized their expertise in presales to support the company's operations. In 2015, they joined Interactcrm as a PreSales Business Analyst, where they analyzed client requirements and conducted demos and presentations for Multi-Channel contact center solutions. Bibhuti's most recent work experience is with Morningstar, where they have held several roles since joining in 2016, including Customer Success Manager and Sr. Customer Success Manager. Currently, they serve as the Team Lead for Customer Success. Overall, Bibhuti has gained extensive experience in customer success, presales, and wealth management throughout their career.

Bibhuti Mohanty's education history includes a Mutual Funds certification from the National Institute of Securities Markets (NISM) in 2018, Insurance Certification from the American Institute for CPCU in 2016, a Master of Business Administration (MBA) in Finance & Marketing from Nagpur University between 2002 and 2004, and a Bachelor of Commerce (BCom) from Rashtrasant Tukadoji Maharaj Nagpur University, Nagpur, between 1999 and 2002. Additionally, there is mention of a school called KVVSN, but no further details are provided.