Maitri Shah Email & Phone Number

Canada

Canada

Mumbai, Maharashtra, India

*Spearheaded data collection for the DBRS team’s Supplementary Data Collection System (SDC), gathering region-specific financial metrics from global markets, ensuring compliance with GAAP and IFRS standards across 50+ companies.*Achieved 99% accuracy in data entry by rigorously validating financial statements, footnotes, and additional disclosures for critical metrics such as non-accrual loans and foreclosed assets, enhancing data integrity in Morningstar’s database.*Conducted detailed… Show more *Spearheaded data collection for the DBRS team’s Supplementary Data Collection System (SDC), gathering region-specific financial metrics from global markets, ensuring compliance with GAAP and IFRS standards across 50+ companies.*Achieved 99% accuracy in data entry by rigorously validating financial statements, footnotes, and additional disclosures for critical metrics such as non-accrual loans and foreclosed assets, enhancing data integrity in Morningstar’s database.*Conducted detailed audits of financial data to detect and correct discrepancies, reducing error rates by 15% and aligning annual statement entries to maintain consistency with prior years' data.*Proposed and implemented 10+ process improvements for SDC, optimizing data tagging and automation, and contributing to a 20% increase in data processing efficiency.*Collaborated as a key coordinator on the $6.5 million DBRS project, managing data automation and integration for 10+ industry sectors, improving team workflows and the accuracy of market data analysis. Show less

Mumbai Area, India

*Achieved 100% target AUM by managing financial portfolios for retail and HNI clients, implementing strategic investment decisions that maximized profitability.*Enhanced customer retention by 20% through proactive outreach and customized investment options aligned with clients' risk appetites and financial goals.*Executed buy and sell orders for equity and derivatives while providing daily trading recommendations, contributing to the generation of the highest brokerage income by… Show more *Achieved 100% target AUM by managing financial portfolios for retail and HNI clients, implementing strategic investment decisions that maximized profitability.*Enhanced customer retention by 20% through proactive outreach and customized investment options aligned with clients' risk appetites and financial goals.*Executed buy and sell orders for equity and derivatives while providing daily trading recommendations, contributing to the generation of the highest brokerage income by analyzing client needs and risk profiles to offer tailored investment strategies. Show less

Mumbai

*Assisted senior analysts with financial analysis and valuation of multiple companies, resulting in identification of undervalued stocks and the generation of 35% return on investment for clients.*Conducted interviews with company management teams to enhance research reports, leading to 20% improvement in the accuracy and relevance of investment recommendations.*Implemented the company’s predefined buying & selling strategy, sector-rotation plan and the main USP – ‘Query Desk for… Show more *Assisted senior analysts with financial analysis and valuation of multiple companies, resulting in identification of undervalued stocks and the generation of 35% return on investment for clients.*Conducted interviews with company management teams to enhance research reports, leading to 20% improvement in the accuracy and relevance of investment recommendations.*Implemented the company’s predefined buying & selling strategy, sector-rotation plan and the main USP – ‘Query Desk for personal financial advice’ for clients which resulted in client satisfaction and retention.*Increased the subscription for company’s multibagger stock portfolio recommendation plan by 10%. Show less

Mumbai, Maharashtra, India

*Increased brokerage revenue by successfully cross-selling Mutual Funds and Portfolio Management Services, meeting diverse client financial needs.*Boosted customer loyalty by 10% through meticulous CRM data management, enabling personalized and timely interactions with clients.*Streamlined client onboarding processes, enhancing overall client experience and establishing strong, long-term relationship

Postgraduate Degree, Global Business Management, Gpa 3.50

President Honour's List Summer 2023

Financial Analysis

Bfm, Finance, A

Activities and Societies: Committee Member at Drishti Management Fest Participant in the World Humanitarian Summit Participation.

10+2, Commerce, 84

Ssc, Maharashtra State Board, 90.55