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Neha Agarwal

Service Relationship Manager at Kotak Private

Neha Agarwal is a Service Relationship Manager at Kotak Private since June 2020. Prior to this role, Neha worked at ICICI Bank from March 2013 to June 2020 as a Service Manager in the Private Banking Group. Neha has also served as a Wealth Manager, responsible for identifying customer needs and providing investment solutions. Before their time at ICICI Bank, Neha was a Manager-HNI Equity Advisory at Motilal Oswal Securities Ltd where Neha advised clients on their financial investments in the Indian Equity Market. Neha holds a PGDBM in Finance & International Business from Asia Pacific Institute Of Management.

Links

Previous companies

ICICI Bank logo
Motilal Oswal Financial Services Ltd logo

Timeline

  • Service Relationship Manager

    June, 2020 - present