Sreemoyee Basu

Manager at Kotak secutities-Responsible for acquisition of IFA and chanalising of sales of multiple financial products like MF,Fd,PMS,AiF,unlisted share etc through sub brokers network.

Role: Relationship Manager at Kotak Neo
Location: Bengaluru, KA, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sreemoyee Basu

I am highly organized working professional working as a Relationship Manager from September 2018 to present in L&T Mutual Fund. Responsible for managing IFAs and ND.

Experience

Relationship Manager
Kotak Neo
May 2023 — Present · Bengaluru, IN
Franchisee acquisition and development, development of B2B segment of IFA,crossed selling of MF,FD,PMS,AiF,stocks,demat etc,MIS Management of Salesforce,

Education

Globsyn Business School
PGDM
2016 — 2018
Greater Kolkata College of Engineering and Management 236
Btech in Computer Science and Eengineering
2012 — 2016

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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About Sreemoyee Basu

Experience

Relationship Manager

Education

Globsyn Business School

Greater Kolkata College of Engineering and Management 236

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