Pushkar Gophan
Deputy Manager- HNI Clients Handling|Kotak Securities| Ex-Financial Executive, Motilal Oswal | BAF Graduate | NISM VIII Certified | Portfolio Review & Client Relationship Management
- Role
- Deputy Manager- Hni Client Handling at Kotak Neo
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Pushkar Gophan
Analytical and detail-oriented Finance Prpfessional with a strong foundation in financial advisory and business strategy. Currently working with Kotak Securities with the position of Deputy Manager in HNI Client Handling Function. Previously worked with Motilal Oswal Financial Services Ltd as a Financial Advisor, with proven expertise in investment planning, portfolio management, and tax optimization strategies. Certified in Business Analytics, Generative AI, and Investment Banking Simulations, bringing a blend of financial acumen and technical proficiency in Advanced Excel, Tally ERP, Data Analysis, and Dashboard Creation. Adept at company & industry analysis, financial modeling (DCF), and strategic forecasting, with strong communication and client management skills. Recognized for academic excellence and achievements in elocution and debate competitions. Passionate about leveraging analytics and business insights to drive organizational growth and informed decision-making.
Experience
Deputy Manager- Hni Client Handling
Feb 2026 — Present · Thane, IN
As a Deputy Manager in the HNI desk, I manage high-value equity and derivatives transactions with precision in fast-moving market conditions. I ensure seamless trade execution while adhering strictly to SEBI and internal compliance guidelines.I actively support clients with real-time market insights, risk management guidance, and prompt issue resolution, contributing to enhanced client satisfaction and retention. My role also involves monitoring trading risks, minimizing operational errors, and maintaining service excellence under tight deadlines.Focused on data-driven decision-making, client relationship management, and operational efficiency in capital markets.
Education
Adarsh College Of Arts & Commerce - India
Bachelor of Commerce - BCom, Accounting and Finance
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