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Sohal Shah Email & Phone Number

Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients at Bridgewater Associates
Location: New York, New York, United States 2 work roles 2 schools
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Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients
Location
New York, New York, United States
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Sohal Shah is listed as Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients at Bridgewater Associates, a company with 1656 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Sohal Shah.

Sohal Shah previously worked as Asia Pacific Client Coverage & Strategy at Bridgewater Associates and Client Strategy Leadership Positions across JPM Strategic Partnership Program and Global Equities at J.P. Morgan. Sohal Shah holds Bachelor Of Science (Honors), Banking & International Finance from City University Business School (Cass), London.

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Bridgewater Associates

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About Sohal Shah

I am a growth-minded executive with top-tier buy and sell-side experience on Wall St and a proven track record of success in building high-impact strategic partner programs and working with large, globally complex strategic clients. I have worked very closely with Partners and Global Heads of Sales in spearheading global initiatives in and across the Americas, Pan Europe and Asia Pacific. I am locationally flexible for the right opportunity.My skillsets in devising strategies to maximize relationship capital and achieve favorable outcomes can be put to use on either the buy-side (roles with marketing / investor relations teams to deepen institutional investor relationships and/or with sell-side counterparty relationship teams to optimize wallet spend) or the sell-side (roles to build and run a strategic client program for institutional clients across markets).• At Bridgewater Associates, we've catalyzed significant AUM growth and solidified our client base in Asia Pacific markets thanks to long term relationship management planning . Our team's focus and dedication to strategic relationship management has resulted in successful defense and cross-sell achievements, and the development of a robust client prospect pipeline.• At JP Morgan, leveraging over 16 years of experience, I've honed my abilities in sales strategy and customer relationship management, ensuring alignment between client needs and our own business goals and strengths to create win-win outcomes. At the heart of the mission is the delivery of tailored client strategies that not only meet but exceed our clients' aspirations, fostering sustained partnerships and business development. This is achieved through a systematic approach to account management combining knowledge of the client, internal sales objectives and data driven insights in a formal structured program.Even though I have spent my entire career in finance, many of the skills above are readily transferable to other industries to build strong customer success programs across a large, sophisticated and globally complex client base.

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Bridgewater Associates
Bridgewater Associates
Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients
westport, connecticut, united states
Website
Employees
1656
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2 roles

Sohal Shah work experience

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Asia Pacific Client Coverage & Strategy

Current

Westport, CT

IMPACT: SIGNIFICANT AUM & PIPELINE GROWTH, SUCCESSFUL DEFENSE & CROSS-SELL WINS Work closely with lead partner on:o Strategic relationship management and coverage of 5 of Bridgewater’s most important firmwide accounts o Client prospect pipeline and systemizing opportunity and risk tracking to support business development o Developing and implementing Japan.

Jan 2022 - Present

Client Strategy Leadership Positions Across Jpm Strategic Partnership Program And Global Equities

New York, United States

  • 1) Global Account Management Lead: Strategic Partnership Program Top Institutional Clients (cross-product)Designed and executed 5-year account management program across top 200 Markets & Securities Services.
  • Leveraged client knowledge and needs with internal business strengths to achieve win-win business outcomes
  • Partnered with 20+ global relationship managers to create cross-asset client action plans to enhance revenue, ROI
  • Managed quarterly updates for 200 clients to CEO / senior leadership, delivering insights and recommendations
  • Developed KPIs with senior management to measure program, client and relationship manager success2) Global Head of Client Account Management & Client Strategy: Institutional EquitiesMember of Global Equity Sales.
  • Established strong global relationships with key buy-side contacts and hosted broker liaison roundtables
Sep 2004 - Nov 2020
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2 education records

Sohal Shah education

Bachelor Of Science (Honors), Banking & International Finance

City University Business School (Cass), London

Activities and Societies: AIESEC

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What company does Sohal Shah work for?

Sohal Shah works for Bridgewater Associates.

What is Sohal Shah's role at Bridgewater Associates?

Sohal Shah is listed as Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients at Bridgewater Associates.

Where is Sohal Shah based?

Sohal Shah is based in New York, New York, United States while working with Bridgewater Associates.

What companies has Sohal Shah worked for?

Sohal Shah has worked for Bridgewater Associates and J.P. Morgan.

Who are Sohal Shah's colleagues at Bridgewater Associates?

Sohal Shah's colleagues at Bridgewater Associates include Thor Oliveira, Tesa Johna, Madeline Gochee, Frank Morton, and Jonathan Bremmer.

How can I contact Sohal Shah?

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What schools did Sohal Shah attend?

Sohal Shah holds Bachelor Of Science (Honors), Banking & International Finance from City University Business School (Cass), London.

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