Vishnu Vardhan M

SVP- BD @ NDX Finserv

Role: Vice President- Head Business (Fundexpert) at Kotak Neo
Location: Bengaluru, KA, IN
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Vishnu Vardhan M

Accomplished business head with a proven record of driving revenue growth, profitability,…

Experience

Vice President- Head Business (Fundexpert)
Kotak Neo
Jun 2023 — Present · Bangalore Urban, IN
Profile:National Business head for Kotak Securities Fintech division, which is a multi-modal asset platform for wealth managers driving distribution business.Results:Doubled subscription based onboarding to greater than 110 distributors.Created a new business model of National Distribution with more than 3 crore SIP book by FEB 2024 & AUM built greater than 125 crore. Revenue increase by greater by 45% YoY with an average revenue of 5.3 crore per year Widened the scope of business revenue by Third party DSA catering to the needs of wealth vertical covering NPS, NCD & SGB to grow in size.

Education

University of Madras
B.Com
1998 — 2001
Indian Centre for Management & HRD
Masters
2005 — 2007

Skills

Investment Banking
Derivatives
Equities
Banking
Business Development
Team Management
Capital Markets

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 Vishnu Vardhan M

Experience

Vice President- Head Business (Fundexpert)

Education

University of Madras

Indian Centre for Management & HRD

Skills

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