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Maitri Shah Email & Phone Number
Accounts Payable Administrator
at
Dilawri Group of Companies
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Accounts Payable Administrator
Location
Toronto, Ontario, Canada
Company size
Who is Maitri Shah? Overview
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Quick answer
Maitri Shah is listed as Accounts Payable Administrator at Dilawri Group of Companies, a company with 2025 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Maitri Shah.
Maitri Shah previously worked as Equity Data Research Analyst at Dbrs Morningstar and Equity Advisor at Kotak Securities. Maitri Shah holds Postgraduate Degree, Global Business Management, Gpa 3.50 from Seneca College.
Company email context
Email format at Dilawri Group of Companies
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Dilawri Group of Companies
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Profile bio
About Maitri Shah
I am a results-driven financial services professional with over 5 years of experience spanning data analysis, investment strategies, and client relationship management across financial and retail sectors. My journey includes spearheading data-intensive projects at Morningstar, such as leading the $6.5M DBRS initiative, where I optimized workflows, enhanced data accuracy, and implemented process improvements that increased efficiency by 20%.At Kotak Securities and Edelweiss Financial Services, I delivered strategic investment advice, executed equity and derivative trades, and built strong client portfolios, achieving 100% target AUM and boosting customer retention by 20%. Currently, as a Customer Service Associate at Walmart, I ensure customer satisfaction, manage seamless transactions, and promote loyalty programs, showcasing my commitment to delivering value across diverse roles.A CFA Candidate and Certified Financial Planner, I have a solid foundation in equity research, portfolio management, and financial reporting. My technical expertise spans Microsoft Office, CRM tools, and financial data systems, complemented by strong interpersonal and problem-solving skills.With a passion for turning insights into impactful solutions, I am excited to explore opportunities in financial analysis, client management, and equity research that allow me to drive results and exceed expectations.
Current workplace
Maitri Shah's current company
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Dilawri Group Of Companies
5 roles
Maitri Shah work experience
A career timeline built from the work history available for this profile.
Equity Data Research Analyst
*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.
Nov 2020 - Nov 2022
Equity Advisor
*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.
Oct 2019 - Oct 2020
Equity Research Intern
*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.
Sep 2018 - Jan 2019
Personal Wealth Advisor
*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.
Sep 2017 - Aug 2018
Team & coworkers
Colleagues at Dilawri Group of Companies
Other employees you can reach at dilawri.ca. View company contacts for 2025 employees →
AH
Annette Hajduk
Colleague at Dilawri Group Of CompaniesMississauga, Ontario, Canada, Canada
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YF
Yiyi Fang
Colleague at Dilawri Group Of CompaniesVancouver, British Columbia, Canada, Canada
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AJ
Angela Jensen
Colleague at Dilawri Group Of CompaniesVancouver, British Columbia, Canada, Canada
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ER
Evan Russon
Colleague at Dilawri Group Of CompaniesAirdrie, Alberta, Canada, Canada
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DB
David Boots
Colleague at Dilawri Group Of CompaniesToronto, Ontario, Canada, Canada
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YX
Ying(Amanda) Xiang
Colleague at Dilawri Group Of CompaniesMaple, Ontario, Canada, Canada
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AM
Akshay Minhas
Colleague at Dilawri Group Of CompaniesVancouver, British Columbia, Canada, Canada
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HK
Hyeongu Kang
Colleague at Dilawri Group Of CompaniesCanada, Canada
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MA
Mayra Aleman
Colleague at Dilawri Group Of CompaniesGreater Toronto Area, Canada, Canada
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SS
Sera Sabouneh
Colleague at Dilawri Group Of CompaniesGreater Montreal Metropolitan Area, Canada
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Annette Hajduk
Colleague at Dilawri Group Of CompaniesMississauga, Ontario, Canada, Canada
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YF
Yiyi Fang
Colleague at Dilawri Group Of CompaniesVancouver, British Columbia, Canada, Canada
View →
AJ
Angela Jensen
Colleague at Dilawri Group Of CompaniesVancouver, British Columbia, Canada, Canada
View →
ER
Evan Russon
Colleague at Dilawri Group Of CompaniesAirdrie, Alberta, Canada, Canada
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DB
David Boots
Colleague at Dilawri Group Of CompaniesToronto, Ontario, Canada, Canada
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YX
Ying(Amanda) Xiang
Colleague at Dilawri Group Of CompaniesMaple, Ontario, Canada, Canada
View →
AM
Akshay Minhas
Colleague at Dilawri Group Of CompaniesVancouver, British Columbia, Canada, Canada
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HK
Hyeongu Kang
Colleague at Dilawri Group Of CompaniesCanada, Canada
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MA
Mayra Aleman
Colleague at Dilawri Group Of CompaniesGreater Toronto Area, Canada, Canada
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SS
Sera Sabouneh
Colleague at Dilawri Group Of CompaniesGreater Montreal Metropolitan Area, Canada
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5 education records
Maitri Shah education
Postgraduate Degree, Global Business Management, Gpa 3.50
Financial Analysis
Cfa Institute
Bfm, Finance, A
10+2, Commerce, 84
Ssc, Maharashtra State Board, 90.55
FAQ
Frequently asked questions about Maitri Shah
Quick answers generated from the profile data available on this page.
What company does Maitri Shah work for?
Maitri Shah works for Dilawri Group of Companies.
What is Maitri Shah's role at Dilawri Group of Companies?
Maitri Shah is listed as Accounts Payable Administrator at Dilawri Group of Companies.
Where is Maitri Shah based?
Maitri Shah is based in Toronto, Ontario, Canada while working with Dilawri Group of Companies.
What companies has Maitri Shah worked for?
Maitri Shah has worked for Dilawri Group Of Companies, Dbrs Morningstar, Kotak Securities, Stallion Asset, and Edelweiss Financial Services Limited.
Who are Maitri Shah's colleagues at Dilawri Group of Companies?
Maitri Shah's colleagues at Dilawri Group of Companies include Annette Hajduk, Yiyi Fang, Angela Jensen, Evan Russon, and David Boots.
How can I contact Maitri Shah?
You can use AeroLeads to view verified contact signals for Maitri Shah at Dilawri Group of Companies, including work email, phone, and LinkedIn data when available.
What schools did Maitri Shah attend?
Maitri Shah holds Postgraduate Degree, Global Business Management, Gpa 3.50 from Seneca College.
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