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Kalpesh Shah

Kalpesh Shah

Summer Internship

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

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  • 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