From IIT Roorkee to Kotak SVP: Building the Future of Wealth

Traditional wealth management was built on relationships. Modern wealth management is being shaped by technology. In this episode of Convin Conversations, Ashish Santhalia speaks with Sweety Samaiya, SVP – Product & Growth Lead, Investments & Insurance at Kotak Mahindra Bank. With experience spanning wealth management, digital transformation, product strategy, and growth, Sweety shares how customer expectations are changing and how financial institutions are adapting to meet the needs of modern investors. What You'll Learn ✅ How wealth management is evolving in the digital era ✅ Building product and growth strategies in banking ✅ The shift from Ultra HNI services to mass-market digital investing ✅ How technology is reshaping customer experience in financial services ✅ Where AI and automation fit into investments and insurance ✅ Career lessons from an unconventional journey — IIT Roorkee to Kotak Mahindra Bank Key Highlights / Timestamps 00:00 – Intro 01:00 – From architecture at IIT Roorkee to finance 04:00 – 11 years at Kotak Wealth Management 08:00 – Building Kotak Cherry: digital investing for every Indian 12:00 – Inside the current SVP role: Investments & Insurance 16:00 – How technology is changing customer engagement 20:00 – Can AI voice automation work in wealth & insurance? 24:00 – Career advice for the finance × tech generation 27:00 – Closing thoughts Be a Guest! Want to share your CX or AI journey? 👉 https://convin.ai/podcasts Follow Us 🌐 Website: https://convin.ai 📱 X: https://x.com/getconvinAi/ 📷 Instagram: @getconvinai About Convin.ai Convin.ai is a conversation intelligence platform that helps customer-facing teams improve quality, compliance, and performance using AI. From speech analytics to AI-powered phone calls, Convin enables scalable, consistent customer experience across industries. If you enjoyed this episode, don't forget to Like, Share, and Subscribe. #ConvinConversations #KotakMahindraBank #WealthManagement #Investing #Fintech