Mansi Rajal
Senior Branch Manager @Kotak Neo
Mumbai, MH, IN
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2024 — Present
Senior Branch Manager @Kotak Neo
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Mumbai, IN
Managing Aum of portfolio across Broking | Focus on HNI and MNI clients | Client Acquisition | Long term investment, MF, lumpsum, nfo, sovereign gold bonds, ipo, Life Insurance, GI,pms, AIF, stock case, basketsHandling Equity advisors and sales Rm
EDUCATION
2013 — 2015
Vidyalankar College
Bachelor's degree
N/A
National Institute of Securities Markets (NISM)
Derivatives module 8A
N/A
National Institute of Securities Markets (NISM)
Module 7 (SORM)
N/A
National Institute of Securities Markets (NISM)
Mutual fund module 5A
N/A
Welingkar Institute of Management
Pgdm finance
N/A
Irda
Ic38
ABOUT MANSI RAJAL
Senior Branch Manager | Investment & Advisory professional | 9+ years in Equity, Derivatives & Wealth management |
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