Twinkle Jain
Deputy Vice President - Third Party Products & Unlisted desk @ Kotak Securities | Chartered Accountant
- Role
- Deputy Vice President at Kotak Neo
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Twinkle Jain
At the forefront of Kotak Securities\' product team, I lead the AIF, PMS, MF, Insurance, Unlisted and Fixed Income product teams. My tenure here has been marked by a commitment to expanding our offerings and empowering the sales team with product knowledge. With expertise in finance, I\'ve focused on enhancing our range of third-party products, contributing to the team\'s success in distributing investment solutions. Also catering to Strategy and management presentations and projects to expand the wealth management business in Kotak Securities. Having transitioned from IIFL Securities, where I managed products across AIF, PMS, MF, and MLD categories, my approach is always to deepen client engagement through financial analysis. Our collaborative efforts have positioned us to capitalize on market opportunities, consistently aligning with the company\'s growth objectives.
Experience
Deputy Vice President
Jan 2024 — Present
Product Head - Third Party Products, PCG Group. Leading the AIF, PMS, MF and Fixed Income product team.
Education
Kishinchand Chellaram College of Arts Commerce and Science
Bachelor of Commerce (B.Com.), Accounting and Finance
2009 — 2012
CFA Institute
CFA Level 1 Cleared
The Institute of Chartered Accountants of India
Chartered Accountant
2010 — 2014
Skills
- Microsoft Word
- Leadership
- Nav
- Microsoft Excel
- Powerpoint
- Research
- Hedge Funds
- Microsoft Office
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