Samir Shah
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Samir Shah Email & Phone Number

Member at BNI (Business Network International)
Location: Mumbai, Maharashtra, India 7 work roles 4 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
BNI (Business Network International)
Role
Member
Location
Mumbai, Maharashtra, India
Company size
1871 employees

Who is Samir Shah? Overview

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Quick answer

Samir Shah is listed as Member at BNI (Business Network International), a company with 1871 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Samir Shah.

Samir Shah previously worked as President at Bni (Business Network International) and Founder & Head - Investments at Moneymonk Financial® | Moneymonk Capital®. Samir Shah holds Diploma In Web Marketing, Web/Multimedia Management And Webmaster from Edit Institute.

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BNI (Business Network International)

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Profile bio

About Samir Shah

I'm a seasoned financial advisor with a wealth of experience in the Banking and Financial Services industry. Over the span of my 20-year-long career, I have expertly managed businesses of both Assets and Liabilities, like Business Banking, Trade Finance, Mortgage, and Wealth Management (Mutual Funds, Structured Products, AIFs and Insurance). I have strived to build strong client relationships by effectively managing client portfolios across asset classes for a reasonably long tenure. Some of the leading financial institutions that have benefitted from my financial prowess are HBL Global (now HDB Financial), a subsidiary of HDFC Bank Ltd, Standard Chartered Bank, HSBC and Citibank NA. I am a certified mutual fund distributor and a registered license holder of the Association of Mutual Funds in India (AMFI) & Insurance Regulatory Development Authority (IRDA)

Current workplace

Samir Shah's current company

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BNI (Business Network International)
Bni (Business Network International)
Member
Mumbai, MH, IN
Website
bnivt.com
Employees
1871
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7 roles

Samir Shah work experience

A career timeline built from the work history available for this profile.

President

Current
Bni (Business Network International)

BNI JEET - Mumbai South

Elected President Term 1 - April 2022 to September 2022 Re-elected President Term 2 - April 2023 to September 2023

Apr 2022 - Present

Founder & Head - Investments

Moneymonk Financial® | Moneymonk Capital®

Mumbai

MoneyMonk Financial® was founded in the year 2014 with a combined experience of over 20 years with a view to developing financial literacy amongst its clients and providing unbiased advice on various financial products like Mutual Funds, Corporate Deposits, Portfolio Management Services, Life & Health Insurance, P2P Lending, Real Estate and Mortgage etc.We.

May 2014 - May 2023

Sr. Relationship Manager - Citigold & Business Banking

Citi

Mumbai, Maharashtra

  • My professional experience with Citibank NA:
  • Analysis of client’s assets, liabilities and cash flow, current insurance coverage, investments and tax strategies.
  • Making a comprehensive financial plan for clients, based on their risk taking capacity, time horizon and liquidity requirements.
  • Review of client’s financial plan and making necessary adjustments and rebalancing portfolios after consulting with clients.
  • Making performance sheets, asset holding reports and returns reports for investors.
  • Assisting clients in different investment and risk management avenues.
Oct 2009 - Apr 2014

Relationship Manager - Power Vantage

Hsbc

Mumbai

  • My professional experience with HSBC:
  • Maintaining client database and documentation for dealing with enquiries and complaints while communicating the necessary information to the clients regarding investment strategies.
  • Consistently developing new business through prospecting, persuasive presentation and follow up.
  • Establishing healthy business relations with clients and external associates for securing repeat business and long term customer loyalty.
  • Overseeing client’s requirement process and finalising the entire process within the required time frame.
  • Supporting key internal and external relations, resolving of customer service related issues.
Jun 2007 - Oct 2009

Manager - Retail Banking

Standard Chartered Bank

Mumbai

  • My professional experience with Standard Chartered Bank:
  • Recommending clients on various available investment opportunities.
  • Developing CASA book for the branch and increasing the client penetration levels.
  • Acquiring New to Bank clients for the branch.
  • Managing key HNI investors and Business banking clients of the branch.
May 2005 - Jun 2007

Assistant Manager - Business Lending & Mortgages

Hdb Financial Services Ltd.

Mumbai, Maharashtra

  • My professional experience with HBL Global Pvt Ltd (now HDB Financial):
  • Handling retail and professional loan requirements for Retail and SME Clients.
  • Developing lending book and increasing clients share of wallet for the branch.
  • Handling specific cluster of HDFC Bank branches in South Mumbai – Express Towers, Churchgate & Crawford Market branches.
Feb 2001 - May 2005
Team & coworkers

Colleagues at BNI (Business Network International)

Other employees you can reach at bnivt.com. View company contacts for 1871 employees →

MW Mark Wilson Nicdao Mark Wilson Nicdao Colleague at Bni (Business Network International) Central Luzon, Philippines, Philippines View → ES Eloisa Santoro Eloisa Santoro Colleague at Bni (Business Network International) Maringá, Paraná, Brazil, Brazil View → AR Akshay Raj Akshay Raj Colleague at Bni (Business Network International) Bangalore Urban, Karnataka, India, India View → BE Bni Elites Bni Elites Colleague at Bni (Business Network International) Pune, Maharashtra, India, India View → GA Gabriel Angelo Macadangdang Gabriel Angelo Macadangdang Colleague at Bni (Business Network International) Metro Manila, Philippines View → BR Billie Redmon Billie Redmon Colleague at Bni (Business Network International) San Antonio, Texas, United States, United States View → HU Holleigh Urbanik Holleigh Urbanik Colleague at Bni (Business Network International) Grand Haven, Michigan, United States, United States View → PG Prateek Garg Prateek Garg Colleague at Bni (Business Network International) Greater Delhi Area, India View → RS Renata Simonetto Gonçalves Renata Simonetto Gonçalves Colleague at Bni (Business Network International) Curitiba, Paraná, Brazil, Brazil View → MP Mounica Peddada Mounica Peddada Colleague at Bni (Business Network International) Greater Visakhapatnam Area, India View →
4 education records

Samir Shah education

Diploma In Web Marketing, Web/Multimedia Management And Webmaster

Edit Institute

Bachelor Of Commerce - Bcom, Business/Commerce, General

Kishinchand Chellaram College Of Arts Commerce And Science

Education record

St. Sebastian Goan High School - India
FAQ

Frequently asked questions about Samir Shah

Quick answers generated from the profile data available on this page.

What company does Samir Shah work for?

Samir Shah works for BNI (Business Network International).

What is Samir Shah's role at BNI (Business Network International)?

Samir Shah is listed as Member at BNI (Business Network International).

Where is Samir Shah based?

Samir Shah is based in Mumbai, Maharashtra, India while working with BNI (Business Network International).

What companies has Samir Shah worked for?

Samir Shah has worked for Bni (Business Network International), Moneymonk Financial® | Moneymonk Capital®, Citi, Hsbc, and Standard Chartered Bank.

Who are Samir Shah's colleagues at BNI (Business Network International)?

Samir Shah's colleagues at BNI (Business Network International) include Mark Wilson Nicdao, Eloisa Santoro, Akshay Raj, Bni Elites, and Gabriel Angelo Macadangdang.

How can I contact Samir Shah?

You can use AeroLeads to view verified contact signals for Samir Shah at BNI (Business Network International), including work email, phone, and LinkedIn data when available.

What schools did Samir Shah attend?

Samir Shah holds Diploma In Web Marketing, Web/Multimedia Management And Webmaster from Edit Institute.

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