Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Certification
Websites
Timeline
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Krunal Shah

Krunal Shah

Mumbai

Summary

Dynamic Account Manager with extensive experience at ICICI Bank Limited, specializing in custody and escrow services for Alternative Investment Funds. Proven track record in enhancing client relationships and streamlining operations, leveraging strong investor relations management and compliance expertise to drive service excellence and innovative solutions.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Account Manager

ICICI Bank Limited
Mumbai
12.2024 - Current
  • Managed end-to-end custody account opening and maintenance for Alternative Investment Fund clients.
  • Executed and monitored cash and Demat escrow accounts across multiple mandates.
  • Facilitated capital account transactions while ensuring accurate regulatory reporting.
  • Supervised a team to enhance bank wallet share through customized CMS and trade solutions.
  • Collaborated with product teams to develop tailored solutions for high-value clients.

Operations Manager

IKIGAI Asset Manager Holdings Private Limited
Mumbai
10.2024 - 10.2024
  • Streamlined investor onboarding processes, enhancing turnaround time and documentation accuracy.
  • Served as Single Point of Contact (SPOC) for Net Asset Value (NAV) operations, ensuring clarity.
  • Managed client servicing operations, achieving timely resolution of all queries.
  • Coordinated with internal teams to bolster investor communication and transparency.

Account Manager - B2B Business Development

ICICI Bank Limited
Mumbai
06.2021 - 10.2024
  • Managed end-to-end custody account opening and maintenance for Alternative Investment Fund clients.
  • Supervised a team to enhance bank wallet share through tailored CMS and trade solutions.
  • Executed and monitored Cash and Demat Escrow accounts across multiple mandates.
  • Facilitated capital account transactions while ensuring precise regulatory reporting.
  • Collaborated with product teams to develop innovative solutions for high-value clients.
  • Handled a diverse portfolio of Alternative Investment Fund clients with a focus on service excellence.

Secretarial Officer

K.R Association
Mumbai
03.2020 - 04.2021
  • Managed compliance filings and maintained statutory registers for MGT 7 and AOF 4.
  • Prepared board meeting minutes and supported secretarial documentation processes.
  • Facilitated shares transfer to ensure accurate ownership records.
  • Submitted applications for DSC in accordance with regulatory requirements.

Education

PGPM - Finance

ICFAI Business School
Mumbai
02-2020

Bachelor of Management Studies - Marketing

K.E.S Shroff College
Mumbai
04-2017

HSC - Commerce

K.E.S Shroff College
Mumbai
02-2014

SSC -

ST'S Joseph School
Mumbai
03-2012

Skills

  • Business development strategies
  • Family office and HNI servicing
  • Alternative investment funds
  • Investor relations management
  • Trade and CMS solutions
  • Custody and escrow services
  • Venture capital and private equity
  • Compliance and regulatory reporting

Affiliations

  • Volunteered with Navgaam Samaj's Education Committee to support underprivileged students.
  • Facilitated scholarship disbursement and promoted educational awareness.

Languages

Gujarati
First Language
English
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1

Certification

  • NCFM Certification: Financial Market Beginners Module

Timeline

Account Manager

ICICI Bank Limited
12.2024 - Current

Operations Manager

IKIGAI Asset Manager Holdings Private Limited
10.2024 - 10.2024

Account Manager - B2B Business Development

ICICI Bank Limited
06.2021 - 10.2024

Secretarial Officer

K.R Association
03.2020 - 04.2021

PGPM - Finance

ICFAI Business School

Bachelor of Management Studies - Marketing

K.E.S Shroff College

HSC - Commerce

K.E.S Shroff College

SSC -

ST'S Joseph School

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Krunal Shah