Summary
Overview
Work History
Education
Skills
Birthday
Languages
Timeline
Generic

Gh Sarver Shah

Summary

Experienced financial services professional with a track record in business growth, client management, and financial planning. Currently the Country Manager for EB5 Energy in India, leading market expansion, investor network growth, and optimizing processes with HubSpot. Previous roles include senior positions at Axis Bank, IDFC FIRST Bank, and ICICI Bank, with expertise in client relationship management, business development, and financial analysis.

Overview

15
15
years of professional experience
3
3
years of post-secondary education

Work History

Country Manager India

EB5 Energy Fund- I
4 2023 - Current
  • Lead market expansion and investor network growth.

Brand Manager

PT Golden Visa
08.2022 - 04.2023
  • Conduct online marketing campaigns to attract high-net-worth individuals.
  • Onboard and guide investors for EU Residency in Portugal.
  • Attend events to promote PT Golden Visa and build partnerships.
  • Manage client relationships and provide investment options.

Investor Relations Manager

Venture Catalysts
09.2021 - 08.2022
  • Onboard angel investors and promote startup investments.

Burgundy Wealth Manager, Senior Manager

Axis Bank Limited
06.2020 - 07.2021
  • Manage ultra-high-net-worth clients and achieve business targets.

Wealth Manager, Chief Manager

IDFC FIRST Bank
04.2019 - 06.2021
  • Manage ultra-high-net-worth portfolios and provide comprehensive financial services.

Manager – Wealth Management

ICICI Bank Ltd., Mumbai
04.2016 - 12.2018
  • Penetrate new accounts and expand existing ones.

Wealth Manager

YES Bank Ltd., Mumbai
02.2015 - 03.2016
  • Manage a high-value portfolio and provide tailored financial products.

Assistant Manager – Classic Relationship

HDFC Bank Ltd., Mumbai
11.2011 - 02.2015
  • Develop and manage high-net-worth client relationships.

Senior Financial Services Manager

ICICI PRUDENTIAL Life Insurance Co. Ltd., Pune
08.2009 - 11.2011
  • Handle high-net-worth clients and provide client servicing and acquisition.

Education

Bachelor’s Degree -

Kashmir University
01.2006 - 04.2006

Higher Secondary -

State Board Kashmir
01.2003 - 04.2003

High School -

State Board Kashmir
01.2000 - 04.2000

PGP in International Business -

Indore Indira School of Career Studies
01.2007 - 04.2009

Master of Science - Data Science

III-T Bangalore
Bengaluru, India
04.2001 -

Skills

Microsoft Office (Word, PowerPoint, Excel)

Python

SQL

Strategic Planning

Customer Relationship Management (CRM)

Negotiation

Business Development

Sales Presentations

Customer Service

Client Relationship Management

Birthday

05/01

Languages

English
Hindi
Urdu

Timeline

Brand Manager

PT Golden Visa
08.2022 - 04.2023

Investor Relations Manager

Venture Catalysts
09.2021 - 08.2022

Burgundy Wealth Manager, Senior Manager

Axis Bank Limited
06.2020 - 07.2021

Wealth Manager, Chief Manager

IDFC FIRST Bank
04.2019 - 06.2021

Manager – Wealth Management

ICICI Bank Ltd., Mumbai
04.2016 - 12.2018

Wealth Manager

YES Bank Ltd., Mumbai
02.2015 - 03.2016

Assistant Manager – Classic Relationship

HDFC Bank Ltd., Mumbai
11.2011 - 02.2015

Senior Financial Services Manager

ICICI PRUDENTIAL Life Insurance Co. Ltd., Pune
08.2009 - 11.2011

PGP in International Business -

Indore Indira School of Career Studies
01.2007 - 04.2009

Bachelor’s Degree -

Kashmir University
01.2006 - 04.2006

Higher Secondary -

State Board Kashmir
01.2003 - 04.2003

Master of Science - Data Science

III-T Bangalore
04.2001 -

High School -

State Board Kashmir
01.2000 - 04.2000

Country Manager India

EB5 Energy Fund- I
4 2023 - Current

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Gh Sarver Shah