Tirthesh Shah
Ahmedabad
Summary
Seeking portfolio analyst role in growth oriented organization of repute that will utilize my progressive experience to contribute to organization's progress through value creation and ultimate success of clients and society at large.
Overview
19
19
years of professional experience
Work History
Investment Advisor
ICICI Investment Management Company
03.2024 - Current
- Developed tailored investment strategies to meet diverse client objectives.
- Advised clients on portfolio management, risk assessment, and market trends.
- Conducted comprehensive financial analyses to identify growth opportunities.
- Cultivated strong client relationships through regular communication and support.
- Collaborated with cross-functional teams to enhance service delivery processes.
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
Deputy Vice President
Trust Investment Advisors
11.2021 - 03.2024
- To represent Debt PMS Product vertical for Business Development along with Business Sourcing.
- Interacting with Corporate Treasuries, Family Offices, National Distributor's, HNIs & Ultra HNIs to understand their Fixed Income Requirement & discuss scope of value creation by use of an active management.
- Understanding & sharing market view for Fixed Income.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Spearheaded initiatives to optimize asset allocation, resulting in increased returns and enhanced client satisfaction.
- Evaluated market conditions and economic indicators to inform strategic planning and investment opportunities for clients.
Senior AVP
UTI Mutual Fund
03.2018 - 11.2021
- Responsible for managing Private Banking channel partners like Julius Baer, Barclays, Sanctum, Validus Wealth, Axis Private Banking, ICICI Private Banking & ICICI Securities Private Banking for Mumbai location.
- Conducting Market Outlook Sessions for availing updates on emerging scenarios in Macro Economic Trends, Equity & Debt Market Updates.
- Handling category or asset class specific objections in various Categories and Sub Categories of Funds i.e. Credit Risk vs Interest Rate Risk, Value vs Growth Oriented Multi Cap.
- Assisting the product team with regards to new product development and marketing plans.
- Ensuring adequate mix across all products to gain competitive advantage.
- Regularly updating oneself by attending interactive sessions with Fund Managers, Analysts & by referring external data sources like Bloomberg, Value Research, Morning Star and Screener.
- Enabling & Educating channel partners for assessing quantitative & qualitative aspect of fund performance.
- Developed and maintained strong relationships with Channel Partners, resulting in increased business opportunities.
Investment Advisor
ICICI Bank Wealth Management
02.2017 - 03.2018
- Advising and Managing HNIs and Ultra HNIs of the branch for their Investment Portfolio.
- Conducting client's profiling and portfolio reviews. Alignment of client's portfolio as per goals & risk profile.
- Considering individual differences & availing tailor-made advice on various portfolio construction aspects like Goal Planning, Retirement Planning, Risk Diversification, and Return Maximization.
- Participating in interactive sessions with CIOs & Fund Management Team Members.
- Understanding & Advising across asset classes like MF, PMS, NLD, AIF of various manufacturers.
- Coaching & cultivating team of 10-12 members to avail Ultimate Investment Service Experience to clients.
- Studying risk and valuation aspect of overall portfolios regularly & conducting Portfolio Reviews.
Manager
SBI Mutual Fund
02.2014 - 02.2017
- Responsible for sourcing Mutual Fund business through National Distributors like NJ India, ICICI Securities, Prudent, IIFL Wealth, SMC Global & SMEs.
- More importance is given on acquisition of fresh SME Folios in simple Mutual Fund products like Liquid Funds, Fixed Maturities Plan and Systematic Investment Plan.
- Conducting & coordinating for Investor Awareness Programs among all channels namely SMEs, State Bank Group, PSU Banks, IFAs and National Distributors.
- Designing & Defining multilevel engagement with channel partner’s Employees, Sub Brokers, Premium Partners & Select Clientele.
Deputy Manager
L&T Investment Management
05.2010 - 02.2014
- Responsible for sourcing Mutual Fund business through National Distributors, IFAs & Private Banks for Ahmadabad & North Gujarat.
- Handled 250+ relationships in the given area. Creating awareness among channel partners by conducting distinctive training programs for channel partners in large to small group.
- Responsible to achieve AUM target for both Equity and debt business of Mutual Fund
- Promote products of SBI mutual fund and train the officials of the entities generating volume for us.
- Handling HNI client and source fund by suggesting financial solutions.
Relationship Manager
Reliance Capital Asset Management Co. Ltd
06.2007 - 04.2010
- Managed National Distributors, Banking channel, Alternate Channels, and Retail channel for Debt, Equity & PMS business sourcing.
- Support all channel to generate demand for product.
- Solving customer queries, after sales service, presenting new product in the market and providing all advertisement related materials.
- Empanelment of new business partner to expand business and suggest HNIs & Corporate as per their investment need in Debt & Equity funds.
Relationship Manager
Indiabulls Securities Ltd
05.2006 - 06.2007
- I was responsible for finding good and effective revenue generating client base directly from the market.
- Availing clients online service platform as well as handling buy/sell order, Incoming/Outgoing funds and stock.
- Collecting Market Information, News and Trends of Equity Market.
- Responsible for maintaining Client Records, Clients Portfolio Details, handling queries related to Margin Call, Interest Ledger and New Accounts Services.
Education
BBA - Finance
03.2004
MBA - Marketing
04.2006
CFA - Capital Market
12.2012
CFA USA - Capital Markets
07-2025
Skills
- Research in investment strategies
- Investment strategy development
- Investment consulting
- Stakeholder engagement and communication
Timeline
Investment Advisor - ICICI Investment Management Company
03.2024 - Current
Deputy Vice President - Trust Investment Advisors
11.2021 - 03.2024
Senior AVP - UTI Mutual Fund
03.2018 - 11.2021
Investment Advisor - ICICI Bank Wealth Management
02.2017 - 03.2018
Manager - SBI Mutual Fund
02.2014 - 02.2017
Deputy Manager - L&T Investment Management
05.2010 - 02.2014
Relationship Manager - Reliance Capital Asset Management Co. Ltd
06.2007 - 04.2010
Relationship Manager - Indiabulls Securities Ltd
05.2006 - 06.2007
L.J Institute of Management Studies - MBA, Marketing
ICFAI - CFA, Capital Market
L.J. Institute of Management Studies - BBA, Finance
Institute of Charted Financial Analysts - CFA USA, Capital Markets
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