Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Languages
Achievements And Awards
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PARTH SHAH

Investment Professional
Mumbai

Summary

High-achieving senior executive bringing expertise in business planning, revenue development and change management. Offers 6+ years of experience across multiple management roles along with entrepreneurial, forward-thinking mindset and demonstrated track record of accomplishment.

Overview

3
3
Languages
10
10
years of professional experience

Work History

Associate Vice President

Impact Investment Exchange Pte Ltd
12.2022 - Current
  • Transaction Advisory support for impact enterprises: Advised on a USD 9.5 million transaction for a clean cooking company in Africa ; led multiple transaction advisory assignments across India, Cambodia, Bangladesh, and Africa.
  • Program Advisory to bilateral and multilateral organizations: Managing and executing investment readiness acceleration programs in South and South East Asia for agriculture, food processing, Climate tech companies.
  • Managed government projects and advisory mandates: Delivered research and advisory support to the Government of Cambodia and the Government of the Philippines; facilitated investment for developing an agricultural industrial park in Cambodia.
  • Led proposal writing and RFP submissions: Successfully secured 3 projects worth USD 350,000 . Built enterprise pipeline and managed investor and partner relationships to facilitate capital mobilization.
  • Established key industry partnerships, solidifying the company's position as a market leader in its field.
  • Collaborated with cross-functional teams to drive process improvements and innovation.

Consultant

SMB Catalyst
12.2021 - 11.2022
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Developed innovative strategies for clients, resulting in increased revenue and business growth. Created sales process and team to achieve 20% year-on-year topline growth for a client in the barrel manufacturing industry.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions. Established a new business vertical for a client with a sustainable product to enter the voluntary carbon credits market. Restructured the organization hierarchy and optimized the cost structure for an animation and VFX studio .
  • Managed client relationships through regular check-ins and updates on project progress.
  • Implemented ERP, financial MIS, and MRS for multiple clients.

Credit and Risk Manager

Home First Finance Company Limited
04.2019 - 11.2021
  • Underwrote mortgage loans worth INR 260+ crore at head office, maintaining a GNPA of only 0.4% .
  • Enhanced risk identification processes for early detection and mitigation of potential threats.
  • Developed strong relationships with internal stakeholders, promoting a culture of risk awareness and accountability.
  • Conducted regular audits of existing policies and procedures, ensuring their continued effectiveness in addressing organizational goals related to mitigating risks.
  • Conducted thorough analysis of historical data, Prepared and presented periodic MIS reports, helping identify patterns and trends in potential risk.

Article Trainee

A.M. Solanki and Associates
08.2015 - 01.2019
  • Advised on direct tax planning, return filing, and tax audit reports.
  • Supported partners on litigation cases related to direct tax scrutiny and assessments.
  • Supported and advised on RERA compliance for real estate clients.
  • Conducted statutory audits in finance, packaging, real estate, and insurance sectors.

Education

Chartered Accountant - Financial Management

The Institute of Chartered Accountants of India
Mumbai, India
01-2019

Masters of Commerce (M.com) - Accounting And Finance

Mumbai University
Mumbai
04.2001 -

Bachelor of Commerce (B.com) - Accounting And Finance

Narsee Monjee College of Commerce And Economics
Mumbai
03-2017

Skills

Client relationship management

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Work Preference

Work Type

Full TimeContract Work

Work Location

On-SiteRemoteHybrid

Timeline

Associate Vice President

Impact Investment Exchange Pte Ltd
12.2022 - Current

Consultant

SMB Catalyst
12.2021 - 11.2022

Credit and Risk Manager

Home First Finance Company Limited
04.2019 - 11.2021

Article Trainee

A.M. Solanki and Associates
08.2015 - 01.2019

Masters of Commerce (M.com) - Accounting And Finance

Mumbai University
04.2001 -

Chartered Accountant - Financial Management

The Institute of Chartered Accountants of India

Bachelor of Commerce (B.com) - Accounting And Finance

Narsee Monjee College of Commerce And Economics

Languages

English
Hindi
Gujarati

Achievements And Awards

  • Closed 3 Proposals with multilateral organization generating USD 350,000 in revenue, Mobilizing USD 2 million in Impact Capital
  • Structured a USD 9.4 Million loan for a clean cooking company fir a project in malawi
  • Advised on USD 2 million Capital raise for a client operating in the AVGC sector at SMB Catalyst
  • Awarded Trainer of the month at Home First Finance Company
  • Awarded Article of the year at A.M.Solanki and Associates LLP
PARTH SHAHInvestment Professional