resume
Kotak Institutional Equities Conference Management
(Making high-stakes financial networking effortless)
client name
timeline
Aug’22-Oct’22
my role
UX Design (user flow, mapping, wireframes)
UI Design
Client handling
the team with me
Arjun
scope
Mobile App
reading time
5-8 minutes
Investor conferences at Kotak Institutional Equities bring together key financial players—fund reps, corporate leaders, and institutional investors.
But coordinating meetings at this scale was a mess—scheduling conflicts, fragmented communication, and inefficient networking meant lost opportunities.
So we built a solution: A sleek, streamlined conference management tool that eliminated chaos and redefined how high-value finance events are managed.
scale of the project
50+
Sessions Coordinated
With minimal friction for maximum efficiency.
1000+
Attendees
Managed meetings, networking and sessions seamlessly
800+
Investors and Leaders
Optimized high-value networking and engagement.
Conference events in high-stakes financial environments are complex, dynamic, and high-pressure. But here’s the catch: While attendees needed to be at the right place at the right time, all while managing meetings and juggling multiple schedules, there was no room for error.
We designed an experience that made everything almost invisible—streamlined interactions, smooth coordination, and minimal friction.
This meant:
Tight deadlines to ensure seamless scheduling
Collaborating with multiple stakeholders to nail the design flow
Building on Kotak’s existing branding to maintain consistency and trust while giving the app a sleek, modern feel.
so how did we reach here?
defining scope
user story map
ideating
mid fidelity wireframes
testing & iterating
testing
hi fi design
client iteration
understanding needs
user flow diagram
client interaction
step 1: story mapping the chaos
Organizing a high-stakes financial conference is chaotic. We started by mapping the entire process—identifying bottlenecks, pain points, inefficiencies and then figuring out what would make the app not just functional but, well, effortless.
understanding the first user type
understanding the second user type
step 2: from data to wireframes
With complex, real-time data flowing in from different sources, we knew that simplicity had to be the core principle. We then built wireframes and prototypes on Figma, testing assumptions, and iterating based on continuous feedback
initial few layout ideas
mid fidelity screens we showed the clients
What made this project interesting wasn’t just designing for the sake of UI. It was about creating a product that was fully integrated into the Kotak ecosystem while also feeling like it belonged to the user’s routine.
key screens in the flow
Here’s a look at the core features of the Kotak Conference Management app. It’s already live on the App Store, but these screens give you a quick sense of how we made navigating high-pressure meetings easy for fund reps and corporate users. Focused, functional, and built to work in real-time—
1.
Event Switcher
User must choose the event they want to manage as soon as they open the app. This page is also used to register and track all the events happening in Kotak.
2.
Pre registration: Fund reps
Modify your preferences before the event begins. Access any notifications from kotak at the top, and view your real time requests for meetings with corporate
3.
Post registration: Fund reps
Post registration, view your next upcoming meetings and sessions. Users also have access to their whole 3 day schedule sorted by time
21 October 2022
9 am - 10 am (UTC +5:30)
Danish Ahmed, CEO
My Meeting
Join
Ashok Leyland Pvt LTd
Conference Room 03
1 x 1
Acme Studios
Conference Room 03
Danish Ahmed, CEO
Team Meeting
1 x 1
Danish Ahmed, CEO
Speaker Session
Currently in Currency
Conference Room 04
4.
Pre registration: Fund reps
A global calendar which houses schedules of every representative in your own fund
5.
Events page: Fund reps
This page contains all the information about the current event selected, from all the speaker sessions, panels happening, and all the corporates attenting
6.
Home: Corporates
Lists all the meetings corporates have to attend across all days of the events, as well as any updates from Kotak while the event is taking place
impact of the project
For fund reps and investors, time is money. By the end of it, we had built more than an app; we built a foundation for more efficient, productive, and effective conference management.
Here’s what that looked like in numbers.
50%
Faster Session Coordination
Streamlined speaker sessions and meetings, reducing delays and boosting engagement.
80%
Fewer Scheduling Errors
Smoother scheduling for fund reps and corporate leaders, minimizing confusion.
3x
Quicker Event Updates
Real-time updates enabled faster decision-making and reduced friction.
Challenges of working with a bigger organisation
Scalability for Large-Scale Conferences
With 800+ institutional investors and hundreds of sessions, the system had to scale seamlessly. Managing large datasets of conference schedules, meetings, and user preferences was no small task.
Designing for Diverse User Roles
With a mix of fund reps, corporate leaders, and organizers, designing an experience that catered to different needs, while maintaining consistency, was an ongoing challenge.
Adapting to Constant Data Changes
Conferences are dynamic environments, and data can change rapidly. The app had to be adaptable to handle last-minute changes, updates to schedules, and real-time messaging for all users involved.
Big challenges lead to big growth. The Kotak app pushed me to refine my skills in both UX and strategy, and reminded me that, no matter how big the business scale, the user experience is always about one thing: delivering simplicity amidst complexity.
You should work with me, I will make your life easier.
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Sham, 2025
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