Bhavick Patel

Critic
DISC Type : C

ETF Business Development Director at HSBC

London, England, United Kingdom

Overview

Bhavick Patel is a seasoned investment professional leading the UK ETF and Indexing Sales at HSBC Asset Management. His extensive career includes roles at Invesco, Blackrocks iShares sales team, and Morgan Stanley. He holds a Bachelor of Science in Economics from Royal Holloway, University of London, and has completed the IMC.


His career shows a deep specialization in Exchange-Traded Funds across several top-tier global investment firms.

Personality Overview

Precise

Objective Thinker

Information Seeker

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Diversifying US Equities
He is actively promoting solutions like equal-weight S&P 500 funds to help investors mitigate concentration risk associated with US mega-cap stocks.
Emerging Market Access
Recently involved in launching funds to provide UK investors with more granular access to emerging markets, including specific ex-China strategies.
ETF Product Innovation
His recent activities involve launching novel index funds, such as the UK's first S&P 500 Equal Weight OEIC, to meet evolving investor demand.

Media Appearances

Bhavick has no verified media appearances

Work History

6-2019
ETF Business Development Director at HSBC
8-2017
Coverage - UK Advisory at Invesco PowerShares (EMEA)
10-2015
UK ETF Business Development at Invesco PowerShares (EMEA)
10-2015 - 8-2017
Coverage - Advisory at Source Exchange Traded Investments LLC
7-2013 - 9-2015
Business Development UK at Capital Group

Education

2001 - 2004
Bachelor of Science (B.Sc.) from Royal Holloway, University of London
2001 - 2004
Bachelor's degree from Royal Holloway, University of London

More Information

Social Presence :

Prographics :

Exp : 17 Location : London, England, United Kingdom Job Level : Mid-senior Designation : ETF Business Development Director at HSBC
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Insights For Selling To Bhavick

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bhavick is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Bhavick

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Bhavick move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Bhavick take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Bhavick

Personality Compatibility


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