Shree Nag
About Shree Nag
Shree Nag is a Deputy Manager at Kotak Securities with a background in banking and financial services.
Current Role at Kotak Securities
Shree Nag currently holds the position of Deputy Manager at Kotak Securities in Mumbai, Maharashtra, India. Shree started this role in 2023. In this role, Shree is responsible for overseeing various banking and financial operations, ensuring compliance with regulatory standards, and managing a team to achieve the organization’s financial goals.
Previous Experience at Saraswat Bank
Shree Nag worked at Saraswat Bank as a Junior Officer from 2020 to 2023. During this tenure, Shree developed proficiency in KYC (Know Your Customer) and AML (Anti-Money Laundering) operations. Additional responsibilities included handling cashier activities, counter sales, and credit card operations. This role significantly contributed to Shree’s strong foundation in customer service and overall banking operations.
Education and Certifications
Shree Nag completed a Bachelor's degree in Banking and Financial Support Services from Kishinchand Chellaram College of Arts Commerce and Science, spanning from 2016 to 2021. Shree also earned the Junior Associate of the Indian Institute of Bankers (JAIIB) certification, which further solidified a strong knowledge base in banking operations and regulatory practices.
Skills and Expertise
Shree Nag’s expertise includes KYC and AML operations, as well as skills in cashier activities, counter sales, and credit card operations. Shree has a noteworthy background in customer service within the banking sector and has indicated a keen interest in expanding knowledge into risk management and other aspects of banking.