Kalpesh Shah Email and 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.
Morningstar
View- Website:
- morningstar.com
- Employees:
- 7453
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Director - Business DevelopmentMorningstar Oct 2021 - PresentMumbai, Maharashtra, India -
Associate Director - Business DevelopmentMorningstar Jun 2016 - PresentMumbai Area, IndiaAt Morningstar India, I have actively contributed towards business development and strategy and established the domestic sales network. I have successfully conveyed the essence of the brand to players in the financial sector. I was prominent in expanding the topline of the company working with aggressive targets, and earned the “Best Sales Manager Award – Asia”. -
Senior Manager - SalesMorningstar Jan 2014 - May 2016Mumbai Area, IndiaInstitutional Sales - Enterprise Solutions, Software, Investment Advisory Services, Data feed -
Manager - SalesMorningstar Jul 2010 - Dec 2013Mumbai Area, IndiaInstitutional Sales - Enterprise Solutions, Software, Investment Advisory services, Datafeed -
Manager - Market DevelopmentFinancial Technologies (India) Ltd Aug 2009 - Jul 2010Mumbai Area, IndiaBusiness Strategy & Alliances -
Product Manager - Nri ServicesHdfc Bank Sep 2006 - Jul 2009Mumbai Area, IndiaNRI Services & Program Manager -
Senior AssociateSs&C Globeop Jun 2004 - Aug 2006Mumbai Area, IndiaHedge Fund Administrator -
Summer InternshipReserve Bank Of India (Rbi) Apr 2003 - Jun 2003Mumbai Area, IndiaDept. of Banking Operations & Development
Kalpesh Shah Education Details
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Finance, General -
Business/Commerce, General
Frequently Asked Questions about Kalpesh Shah
What company does Kalpesh Shah work for?
Kalpesh Shah works for Morningstar
What is Kalpesh Shah's role at the current company?
Kalpesh Shah's current role is Director - Business Development @ Morningstar | Enterprise Sales | Business Strategy | Investment Analysis & Reporting | Research Solutions | Account Planning.
What schools did Kalpesh Shah attend?
Kalpesh Shah attended Welingkar Institute Of Management, R A Podar College Of Commerce & Economics Matunga Mumbai 400 019, Narsee Monjee College Of Commerce And Economics.
Who are Kalpesh Shah's colleagues?
Kalpesh Shah's colleagues are Bhavin Vadodariya, Neha Kumari, Dana O'connor, Priyanka Sharma, Andrew Levin, Shivam K, Nityanand Pandey.
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Kalpesh Shah
Pune -
Kalpesh Shah
Chief Strategy & Experience Officer (Csxo), & Co-Founder Cyber Theme Park (Asci-Esf Ltd.)Mumbai3gmail.com, gmail.com, cipla.com -
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1yahoo.com
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