Himanshu Sharma
Deputy Manager @Kotak Mutual Fund
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WORK HISTORY
Deputy Manager @Kotak Mutual Fund
Gurugram, IN
Responsible for acquiring and managing high-net-worth individual (HNI) clients under the CEC Channel. • Offer tailored mutual fund investment solutions based on client risk profiles and financial goals. • Build and maintain long-term client relationships through regular portfolio reviews and proactive communication. • Drive AUM growth by cross-selling Kotak AMC’s suite of products and ensuring exceptional service delivery. • Collaborate with internal teams to ensure smooth onboarding, compliance, and client servicing processes.
EDUCATION
Punjab Engineering College
Bachelor of Technology - BTech
Chitkara University
Masters
ABOUT HIMANSHU SHARMA
Currently working with Kotak AMC, with prior experience at ICICI Prudential AMC and Union…
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