Kotak Cherry
Dharmesh Dosi has a diverse work experience in the financial industry. Dharmesh currently serves as the Business Team Lead at Kotak Cherry, where they oversee the engagement and sales team for high-net-worth individuals and retail customers. Dharmesh'sresponsibilities include driving business growth, coordinating with product managers, and implementing new initiatives.
Prior to this role, Dharmesh worked at Axis Bank as a Burgundy Relationship Manager, focusing on affluent clients. Dharmesh managed banking, investments, and asset requirements for high-net-worth and ultra high-net-worth families, as well as assisted clients with financial planning and goal-based solutions.
Before joining Axis Bank, Dharmesh held the position of Chief Branch Manager at ICICI Securities. In this role, they ensured branch profitability and provided excellent customer service. Dharmesh managed a team of wealth relationship managers, acquired new clients, and cross-sold various financial products.
Additionally, Dharmesh had an internship experience with Loop Mobile India, where they conducted market research to gather insights on network availability and customer satisfaction.
Overall, Dharmesh Dosi has demonstrated a strong track record in the financial industry, with expertise in client relationship management and business growth strategies.
Dharmesh Dosi obtained a Master of Business Administration (MBA) in Marketing Research from IBS Mumbai from 2013 to 2015. Prior to that, they attended Rajasthan Technical University from 2008 to 2012, where they received a Bachelor of Technology (BTech) in Computer Science. In addition, they have obtained a certification in Series V-A Mutual fund distributors from the National Institute of Securities Markets (NISM) in January 2023.
This person is not in any teams
Kotak Cherry
Cherry is a one-stop investment app that helps you to invest in Mutual Funds, Bonds, Stocks, ETFs, and Index Funds. It is an intuitive platform backed by the trusted house of Kotak. Cherry focusses on three major pillars: Curation: There is no one-size fits all in investing. Cherry has options that investors can choose according to their financial goals and investment needs: Mutual Fund Baskets, stock baskets or bonds, take your pick! Domain expertise: We break down complex financial jargon and explain it in a simple manner. New to investing? You’ve come to the right place. Cherry has so much rich content, easy calculators and tools to help you get the hang of investing. To ensure seamless and easy investing, cool new features and products are constantly added to help you in your investment journey. Holistic: Now, you no longer have to download multiple apps to invest in different assets. Stocks, bonds, ETFs, mutual funds, NPS or deposits, Cherry has it all! We are not kidding when we say we are a one-stop shop. Cherry makes investing decisions super easy by making available the best combinations of financial products like Mutual Fund Baskets and Stock Baskets. Invest safely and securely with Cherry. T&C apply