Sumit Paul

Manager at Kotak Securities

Role: Manager at Kotak Neo
Location: Jamshedpur, JH, IN
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Sumit Paul

As the Branch Head at SBI Pension Funds in Jamshedpur, my focus lies in expanding the National Pension System (NPS) within the corporate sector and overseeing retail partnerships across Jharkhand and Bihar, Our team\'s dedicated efforts in organizing NPS awareness sessions have significantly contributed to deepening market penetration and fostering strategic ties.Leveraging my MBA in Marketing and a comprehensive background in mathematics, I excel in crafting strategic marketing plans that resonate with our corporate clientele. My proficiency in strategic planning and social media, coupled with a strong foundation in customer relationship management, underscores my commitment to driving business growth and advisor engagement.

Experience

Manager
Kotak Neo
Oct 2024 — Present · Jamshedpur, IN

Education

St. Xavier's Inter College Chaibasa
Intermediate
2009 — 2011
N.S.I.B.M, Jamshedpur
Master of Business Administration - MBA
2017 — 2019
Karim City College Jamshedpur
Bachelor of Science - BS
2011 — 2017

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 Sumit Paul

Experience

Manager

Education

St. Xavier's Inter College Chaibasa

N.S.I.B.M, Jamshedpur

Karim City College Jamshedpur

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