Harpreet Singh Soni

Role: Assistant Manager at Kotak Neo
Location: Gurugram, IN
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Harpreet Singh Soni

Masters in (Finance) & CAMI Certified professional with 5 years of rich and diversified experience in banking & financial services. Currently working with Kotak Securities as a Assistant Manager- KYC Review & Customer handling.

Experience

Assistant Manager
Kotak Neo
Jun 2022 — Present · Chandigarh, IN
Managing back-office operations related to securities transactions. This may include tasks such as trade confirmation, settlements, client reporting, and managing account reconciliations.

Education

Rashtrasant Tukadoji Maharaj Nagpur University, Nagpur
Master's degree, Finance and Financial Management Services
2014 — 2016
Nagpur University
Bachelor of Business Administration - BBA, Accounting and Finance
2011 — 2014

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 Harpreet Singh Soni

Experience

Assistant Manager

Education

Rashtrasant Tukadoji Maharaj Nagpur University, Nagpur

Nagpur University

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