Birsa Dey

Private Investment Manager

Role: Private Client Group at Kotak Neo
Location: Hyderabad, IN
LinkedIn followers: 500 followers

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About Birsa Dey

Interact with clients with to determine current income, expense, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan. Profiled and analysed investment products to develop customised financial strategies for client’s financial needs. To provide Investment Advise & Financial planning via Mutual Funds,Direct Equity, Portfolio Management Service, Life Insurance, General Insurance. Bond. looking forward for the opportunities in Moody\'s, JP Morgan

Experience

Private Client Group
Kotak Neo
Feb 2023 — Present · Hyderabad, IN
Private client Group

Education

RAMAKRISHNA MISSION VIDYABHAVAN
JADAVPUR UNIVERSITY
Sri Ramakrishna Mission Vidyabhavan
+2
Biju Patnaik Institute of Information Technology and Management, (BIITM), Bhubaneswar
Master of Business Administration - MBA, Finance and Financial Management Services
2013 — 2015

Contact information

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Work email
•••••@kotaksecurities.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Kotak Neo

Capital Markets · 7.9K employees · Mumbai, Maharashtra, India

At Kotak Neo, we foster talent and nurture an environment that values, supports, and inspires every individual. Recognized as a Great Place to Work®, we are committed to transparency, ethical conduct, and a strong work ethic within a stable and well-established financial services landscape. We believe professional growth is key to success. Our internal training and mentorship programs equip employees with the skills needed to excel in dynamic financial markets. By nurturing talent from within, we create clear pathways for career advancement and leadership development. Innovation is at the heart of our success. Kotak Neo leverages cutting-edge technology and digital tools to enhance service delivery, ensuring our team remains at the forefront of industry advancements. This focus on innovation drives operational excellence while offering employees opportunities to pioneer new solutions in the financial sector. Our inclusive culture is a cornerstone of our organization. We celebrate diverse perspectives, fostering an environment where every voice is heard and valued. By championing equity and diversity, we empower employees to contribute meaningfully to our collective success. We also recognize the importance of work-life balance. Through flexible work arrangements and wellness programs, we ensure employees thrive both professionally and personally. Beyond business, we are dedicated to making a positive impact. Our Corporate Social Responsibility initiatives focus on financial literacy, education, and livelihood programs, empowering underserved communities through capacity building and skill development. At Kotak Neo, you’re not just part of a team—you’re a valued member of a family united by shared values, a passion for progress, and a commitment to excellence in financial services. Disclaimer: https://www.kotakneo.com/disclaimer/

kotaksecurities.com

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About Birsa Dey

Experience

Private Client Group

Education

RAMAKRISHNA MISSION VIDYABHAVAN

Sri Ramakrishna Mission Vidyabhavan

Biju Patnaik Institute of Information Technology and Management, (BIITM), Bhubaneswar

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