Kalpesh Shah

Kalpesh Shah Email and Phone Number

Director - Business Development @ Morningstar | Enterprise Sales | Business Strategy | Investment Analysis & Reporting | Research Solutions | Account Planning @ Morningstar
chicago, illinois, united states
Kalpesh Shah's Location
Mumbai, Maharashtra, India, India
About Kalpesh Shah

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.

Kalpesh Shah's Current Company Details
Morningstar

Morningstar

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Director - Business Development @ Morningstar | Enterprise Sales | Business Strategy | Investment Analysis & Reporting | Research Solutions | Account Planning
chicago, illinois, united states
Website:
morningstar.com
Employees:
7453
Kalpesh Shah Work Experience Details
  • Morningstar
    Director - Business Development
    Morningstar Oct 2021 - Present
    Mumbai, Maharashtra, India
  • Morningstar
    Associate Director - Business Development
    Morningstar Jun 2016 - Present
    Mumbai Area, India
    At 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”.
  • Morningstar
    Senior Manager - Sales
    Morningstar Jan 2014 - May 2016
    Mumbai Area, India
    Institutional Sales - Enterprise Solutions, Software, Investment Advisory Services, Data feed
  • Morningstar
    Manager - Sales
    Morningstar Jul 2010 - Dec 2013
    Mumbai Area, India
    Institutional Sales - Enterprise Solutions, Software, Investment Advisory services, Datafeed
  • Financial Technologies (India) Ltd
    Manager - Market Development
    Financial Technologies (India) Ltd Aug 2009 - Jul 2010
    Mumbai Area, India
    Business Strategy & Alliances
  • Hdfc Bank
    Product Manager - Nri Services
    Hdfc Bank Sep 2006 - Jul 2009
    Mumbai Area, India
    NRI Services & Program Manager
  • Ss&C Globeop
    Senior Associate
    Ss&C Globeop Jun 2004 - Aug 2006
    Mumbai Area, India
    Hedge Fund Administrator
  • Reserve Bank Of India (Rbi)
    Summer Internship
    Reserve Bank Of India (Rbi) Apr 2003 - Jun 2003
    Mumbai Area, India
    Dept. of Banking Operations & Development

Kalpesh Shah Education Details

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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