Shoaib Qureshi
Vice President - Process Excellence & Projects (Kotak Securities Ltd.) | Ex -5paisa | Ex - Angel Broking | Ex - Bonanza Portfolio
- Role
- Vice President - Process Excellence & Projects at Kotak Neo
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Shoaib Qureshi
An astute professional with over 18 years of insightful experience in financial services running successful, method-oriented Customer experience processes that drive customer satisfaction. Expertise in managing Broking operations and a solid understanding of KYC/DP processes and regulations. Have a track record of taking digital initiatives for business excellence through cost rationalization and process improvement.
Experience
Vice President - Process Excellence & Projects
Dec 2023 — Present · Mumbai, IN
Education
St John The Evangelist High School
Metric
1991 — 2000
K.J Somaiya Intitute of Managment Studies and Research - MFM
Masters in Financial Management, Finance
2007 — 2010
Shree L. R. Tiwari College of Law
Bachelor of Laws - LLB
Tolani College Of Commerce
BCom, Commerce
2000 — 2005
Welingkar Institute of Management
Diploma in International Commodities Market, Commodities Market
2005 — 2005
Skills
- Equities
- Management
- Business Development
- Wealth Management
- Requirements Analysis
- Business Analysis
- Surveillance
- Analysis
- Derivatives
- Capital Markets
- Systems Engineering
- Financial Risk
- Service Quality
- Financial Markets
- Mis
- Banking
- Mutual Funds
- Risk Management
- Team Management
- Stock Broking Operations
- Portfolio Management
- Relationship Management
- Stockbroking
- Commodity
- Business Process
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