Kalpesh Shah

Kalpesh Shah

Summer Internship

Followers of Kalpesh Shah2000 followers
location of Kalpesh ShahMumbai, Maharashtra, India

Connect with Kalpesh Shah to Send Message

Connect

Connect with Kalpesh Shah to Send Message

Connect
  • Timeline

  • About me

    Director - Business Development @ Morningstar | Enterprise Sales | Business Strategy | Investment Analysis & Reporting | Research Solutions | Financial Planning

  • Education

    • R A Podar College of Commerce & Economics Matunga Mumbai 400 019

      2001 - 2002
      Master’s Degree M.Com
    • Welingkar Institute of Management

      2002 - 2004
      Master of Business Administration (M.B.A.) Finance, General
    • Narsee Monjee College of Commerce and Economics

      1997 - 2001
      Bachelor’s Degree Business/Commerce, General
  • Experience

    • Reserve Bank of India (RBI)

      Apr 2003 - Jun 2003
      Summer Internship

      Dept. of Banking Operations & Development

    • SS&C GlobeOp

      Jun 2004 - Aug 2006
      Senior Associate

      Hedge Fund Administrator

    • HDFC Bank

      Sept 2006 - Jul 2009
      Product Manager - NRI Services

      NRI Services & Program Manager

    • 63 moons technologies ltd

      Aug 2009 - Jul 2010
      Manager - Market Development

      Business Strategy & Alliances

    • Morningstar

      Jul 2010 - now

      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 despite working with aggressive targets, and earned the “Best Sales Manager Award, 2013 – Asia”. Institutional Sales - Enterprise Solutions, Software, Investment Advisory Services, Data feed Institutional Sales - Enterprise Solutions, Software, Investment Advisory services, Datafeed

      • Director - Business Development

        Oct 2021 - now
      • Associate Director - Business Development

        Jun 2016 - now
      • Senior Manager - Sales

        Jan 2014 - May 2016
      • Manager - Sales

        Jul 2010 - Dec 2013
  • Licenses & Certifications