Dharmesh Dosi

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.