Rohan

Rohan: Email & Phone Number

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Wealth Manager at Kotak Neo|Nashik, Maharashtra, India

Position:

Wealth Manager at Kotak Neo

Location:

Nashik, Maharashtra, India

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Last updated: 2026-10-28
Updated: 2026-10-28

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Current work details
Job levelManager
DepartmentFinancial Services
Availability
TimezoneIST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 7 years

Wealth Manager at Kotak Neo

Sep 2026 - Current

Senior Wealth Manager at Nuvama Wealth

Feb 2025 - Jul 2026

Wealth Manager at Bank of Baroda

Apr 2022 - Jan 2025

Assistant Manager at Kotak Neo

Nov 2019 - Apr 2022

Rohan started working in 2019, then the employee has changed 3 companies and 2 jobs. On average, Rohan works for one company for 1 year 8 months.

Their professional focus is Account Management, Business Development, and Client Advisory & Relationship Management across 3 core areas.

Rohan holds NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification, IRDAI Certified Insurance Professional, and NISM Series V-A (Mutual Fund Distributors Certification) certifications.

Rohan Namesakes

Name
Company
Position
ROHAN
DESIGN ENGINEER
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Rohan
Store Manager
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ROHAN
Design Engineer
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