Prateek Pandey

Strategic Finance & Project Operations Professional | Securities & CRM | Cross-Functional Team Leadership | Driving Process & Profitability

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

General Business & ManagementView LinkedIn profile

About Prateek Pandey

Assistant Manager at Kotak Securities with 5+ years in financial analysis, equity research, and process optimization. Skilled in Excel modeling, market trend analysis, and stakeholder collaboration. Led a project that cut reporting time by 25%, enabling faster portfolio decisions. Passionate about leveraging data-driven insights to support investment strategies and open to senior finance/analytics roles.

Experience

Assistant Manager
Kotak Neo
Mar 2024 — Present · Agra, IN

Education

Dr. A.P.J. Abdul Kalam Technical University
Master of Business Administration - MBA
2016 — 2018

Contact information

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Work email
•••••@kotaksecurities.com
Personal email
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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 Prateek Pandey

Experience

Assistant Manager

Education

Dr. A.P.J. Abdul Kalam Technical University

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