Kalpesh Patil

Manager at Kotak Cherry
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Excel PRO -Financial modeling and valuation
    Udemy
    Nov, 2022
    - Nov, 2024
  • Mutual fund advisor
    National Institute of Securities Markets (NISM)
    Nov, 2016
    - Nov, 2024

Experience

  • Kotak Cherry
    • India
    • Financial Services
    • 1 - 100 Employee
    • Manager
      • Apr 2021 - Present

      Alliance and sales operations Alliance and sales operations

  • Kotak Mahindra Bank
    • India
    • Banking
    • 700 & Above Employee
    • Deputy Manager
      • May 2017 - Apr 2021

      Relationship Manager for Privy clients (MF Products) Relationship Manager for Privy clients (MF Products)

Education

  • University of Mumbai
    Banking and insurance, Banking and Financial Support Services

Community

You need to have a working account to view this content. Click here to join now