Vrushali Shelke

Assistant Manager at Kotak Securities \"Equity Advisor | Trade ReconciliationSpecialist | Financial Analyst\"

Role: Equity Dealer at Kotak Neo
Location: Thane, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Vrushali Shelke

Equity Advisor | Helping clients achieve their financial goals through expert investment adviceand portfolio management.\"

Experience

Equity Dealer
Kotak Neo
Mar 2024 — Present
Provide regular updates to the clients regarding the market changes and subsequent changes to theportfolio.Identifying customer needs, assessing their risk appetite and providing them investment options.Conduct client meetings and understand their investment pattern and maintain healthy relationsWith clients.

Education

Sir. M. VISVESVARAYA INSTITUTE of MANAGEMENT STUDIES & RESEARCH
Post graduate diploma in master, Business, Management, Marketing, and Related Support Services
Anand vishwa gurukul sr night college
Bachelor of Commerce - BAF, Accounting and Finance

Contact information

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Work email
•••••@kotaksecurities.com
Personal email
•••••@•••••.com
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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 Vrushali Shelke

Experience

Equity Dealer

Education

Sir. M. VISVESVARAYA INSTITUTE of MANAGEMENT STUDIES & RESEARCH

Anand vishwa gurukul sr night college

Find verified contacts for anyone on LinkedIn