Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic
Vaibhav Shah

Vaibhav Shah

FINANCIAL ADVISOR
Gandhinagar

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

18
18
years of professional experience
5
5
years of post-secondary education
1
1
Certification

Work History

Financial Advisor

own company
ahmedabad
05.2017 - Current
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Branch Manager

vishwas fintech
ahmedabad
05.2012 - 04.2017
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Maintained friendly and professional customer interactions.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.

RISK MANAGER

IIFL SECURITES PVT LTD
MUMBAI
05.2007 - 04.2012
  • Implemented risk avoidance and mitigation strategies to eliminate hazards, activities and exposures that could negatively impact organizational assets.
  • Implemented and managed controls to comply with laws and regulations, agreements and SOPs.
  • Provide limits to the clients of franchisee's of the company, monitor their risk on continuous basis.

Team Leader

IIFL SECURITIES PVT LTD
ahmedabad
05.2006 - 04.2007
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.

Marketing Executive

sski pvt ltd
ahmedabad
05.2005 - 04.2006
  • Suggested innovative ideas to increase sales and improve customer experience.
  • Created and implemented effective marketing and sales strategies to increase customer engagement and revenue.

Education

BBA -

K S SCHOOL OF BUSINESS MANAGEMENT
AHMEDABAD, GUJARAT
05.2002 - 04.2005

MBA - FINANCE

K S SCHOOL OF BUSINESS MANAGEMENT
AHMEDABAD GUJARAT
05.2005 - 04.2007

Skills

Financial planning

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Certification

IELTS EXAMINATION

Accomplishments

Review and optimize investment portfolios by serving 25+ high value clients and over 50 CR. AUM (Assets Under Management)


Timeline

Financial Advisor

own company
05.2017 - Current

Branch Manager

vishwas fintech
05.2012 - 04.2017

RISK MANAGER

IIFL SECURITES PVT LTD
05.2007 - 04.2012

IELTS EXAMINATION

05-2007

Team Leader

IIFL SECURITIES PVT LTD
05.2006 - 04.2007

Marketing Executive

sski pvt ltd
05.2005 - 04.2006

MBA - FINANCE

K S SCHOOL OF BUSINESS MANAGEMENT
05.2005 - 04.2007

BBA -

K S SCHOOL OF BUSINESS MANAGEMENT
05.2002 - 04.2005

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Vaibhav ShahFINANCIAL ADVISOR