Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Personal Information
Positions Responsibilities
Timeline
Generic
PRIYANK SHAH

PRIYANK SHAH

Mumbai

Summary

Dynamic finance professional with a track record in Finance stream, excelling in client relationship management and strategic investment analysis. Adept at problem-solving and decision-making, Focused to deliver investment solutions, ensuring client satisfaction and loyalty. Highly dependable and self-motivated.

Overview

9
9
years of professional experience

Work History

Assistant Vice President

Anand Rathi Wealth Ltd.
Mumbai
07.2022 - Current
  • Leading a team with a special focus on penetrating investors' monthly savings, pocket share, so as to scale up net mobilization growth.
  • Conduct thorough mutual fund research and analysis to identify investment opportunities aligned with client goals.
  • Develop structured investment proposals and recommendation decks for relationship managers to present to high-net-worth clients.
  • Providing regular training to the new recruits regarding processes and products.

Manager FP&A

FedBank Financial Services Ltd.
Mumbai
12.2021 - 06.2022
  • Preparing and analyzing branch P&L.
  • Creating strategic dashboards for top management for monitoring processes.
  • Working on important cost control measures.

Account Manager

Anand Rathi Wealth Ltd.
Mumbai
02.2019 - 12.2021
  • Strategy meeting on the balance sheet of prospective clients.
  • Analysis of existing and prospective clients' financial portfolios.
  • Accompanying private bankers for client meetings and presentations.
  • Handling client queries and providing investment solutions to them.

Wealth Relationship Manager

ICICI Bank Ltd.
Mumbai
06.2016 - 12.2016
  • Developing client relationships and deepening them through sales across various financial products.
  • New client sourcing and on boarding them smoothly.

Sole Proprietor

MR Graphics
Mumbai
07.2016 - 12.2016
  • A Start-up to import off-set printing aluminum plates and supply in India.
  • Dealing in other off-set printing goods such chemicals, inks, rubber blanket etc.

Education

PGDM/MBA -

IES Management College & Research Center
Mumbai
04.2016

Bachelor of Commerce -

Malini Kishore Sanghvi College Of Commerce
Mumbai
04.2013

H.S.C -

NL College Of Commerce
Mumbai
04-2010

SSC -

S.V.I.S
Mumbai
06-2008

Skills

  • Fast learner
  • Highly dependable
  • Self-motivated
  • Problem solving
  • Decision making & judgment
  • Client relationship management

Hobbies and Interests

  • Travelling to new places.
  • Random photography.
  • Sports.

Personal Information

  • Date of Birth: 10/02/1993
  • Marital Status: Married

Positions Responsibilities

  • Core committee member in MSME event at IES MCRC.
  • Core committee member and Sports head at Pratyush - IES MCRC (An inter B-school festival).
  • Volunteered at International Business Research Conference.

Timeline

Assistant Vice President

Anand Rathi Wealth Ltd.
07.2022 - Current

Manager FP&A

FedBank Financial Services Ltd.
12.2021 - 06.2022

Account Manager

Anand Rathi Wealth Ltd.
02.2019 - 12.2021

Sole Proprietor

MR Graphics
07.2016 - 12.2016

Wealth Relationship Manager

ICICI Bank Ltd.
06.2016 - 12.2016

PGDM/MBA -

IES Management College & Research Center

Bachelor of Commerce -

Malini Kishore Sanghvi College Of Commerce

H.S.C -

NL College Of Commerce

SSC -

S.V.I.S

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