Kalpesh Shah Email & Phone Number

Mission driven and result oriented professional with a potent blend of strategic insight, business development acumen, and astute capital market understanding. Over two decades of comprehensive work experience powered by excellent organizational & client servicing skills. Enterprising financial professional with consistent track record of growing revenue across key client segments - Asset & Wealth Managers, Banks, Broker & Distribution platforms, Family Office, Insurance cos. Have built a strong track record of formulating and executing strategic business plans, contributing to the topline growth, and fostering enduring relationships with clients.My core competencies include Sales planning & management, Business development, Budgeting, Forecasting, Business strategy, Account Management. I hold an MBA (MMS-Finance) from University of Mumbai (Welingkar Institute of Management Research & Development), and have completed certifications in inclusive capital markets, leadership, diversity, and digital initiatives. I am passionate about delivering value to our clients and stakeholders, while adhering to the highest ethical standards and embracing diversity and inclusion in our organization.