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

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

Sales and partnership development

Investment capital strategy

Computer Proficiency (Google suite and MS Office)

Human resources management

Financial Analysis

Effective communication abilities

Work Preference

Work Type

Full TimeContract Work

Location Preference

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