Namrata Kolte
About Namrata Kolte
Namrata Kolte is a Financial Representative at CIBC with extensive experience in wealth management and financial advisory roles.
Current Title and Role
Namrata Kolte is currently employed at CIBC as a Financial Representative. She has been in this role since 2016. Her responsibilities include client advisory services, financial planning, and assisting clients in making informed financial decisions.
Previous Experience at JM Financial
Namrata Kolte worked at JM Financial in the Wealth Management department from 2015 to 2016. Her tenure lasted for approximately nine months. Her role involved managing client portfolios and advising on investment strategies in the wealth management sector.
Previous Role at Motilal Oswal Financial Services Ltd
From 2012 to 2015, Namrata Kolte served as a Financial Advisor in the PCG Equities division of Motilal Oswal Financial Services Ltd. Her tenure spanned three years, during which she provided financial advisory services and was involved in equity market activities.
Educational Background
Namrata Kolte holds a Master of Business Administration (MBA) degree from the University of Mumbai, completed from 2010 to 2012. She also achieved a Bachelor of Commerce (B.Com) degree from H.R. College of Commerce and Economics, graduating in 2008 after three years of study. Additionally, she studied at Mumbai University, focusing on MMS in Finance from 2010 to 2012.
Early Career and Training
Namrata Kolte's early career includes a summer trainee position at the Bank of India in 2011, where she worked for one month. She also served as an Article Assistant at a Chartered Accountancy firm from 2008 to 2009, gaining foundational experience in financial practices and accountancy.