Simran Kaur

Equities

Role: Institutional Equity Sales at Kotak Neo
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Institutional Equity Sales
Kotak Neo
Oct 2022 — Present · Mumbai, IN

Education

CFA Institute
Cleared Level 1 of the CFA Program
Delhi University
Master of Business Economics, Econometrics
2007 — 2009
University of Delhi
Bachelor of Business Economics, Finance, Econometrics
2004 — 2007
Cornell Johnson Graduate School of Management
Master of Business Administration, Finance
2012 — 2013

Skills

Emerging Markets
Equity Research
Analytics
Financial Modeling
Equities
Derivatives
Financial Analysis
Investment Strategies
Econometrics
Competitive Analysis
Management Consulting
Bloomberg
Economics
Investments
Strategy

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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Experience

Institutional Equity Sales

Education

CFA Institute

Delhi University

University of Delhi

Cornell Johnson Graduate School of Management

Skills

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