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Utsav Shah

Utsav Shah

RMS Intern

Followers of Utsav Shah644 followers
location of Utsav ShahMumbai, Maharashtra, India

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  • Timeline

  • About me

    Vice president at Tamohara

  • Education

    • University of Mumbai

      2012 - 2016
      Bachelor's degree Business Administration and Management, General B

      BMS

    • Welingkar Institute of Management

      2013 - 2014
      Certification course in Financial Management Finance and Financial Management Services A

    • Mumbai University Mumbai

      2017 - 2019
      M com Business/Commerce, General C

  • Experience

    • Dhwaja Shares & Securities Pvt. Ltd. - India

      Apr 2013 - Apr 2016
      RMS Intern

      I was assisting in handling risk surveillance system .I was responsible for data backup and communicating with major departments.I had made many customized analytical report for supervisors and manager Using MS Excel advance tools .I was also responsible for managing the major certificates of the company and their renewals.I was responsible for communication with major stakeholders.

    • Spider Software Pvt. Ltd.

      May 2018 - May 2021
      Technical Support Executive

      • Provided technical support to clients, resolving queries and building strategies to enhance their experience.• Conducted webinars, seminars, and training sessions to explain software details and technical analysis.• Maintained friendly professional relationships with clients to ensure client retention.• Ran employee knowledge and empowerment programs to enhance skill sets.

    • Kotak Securities

      Nov 2021 - Nov 2022
      Deputy Manager

    • HDFC Bank

      Dec 2022 - Apr 2024
      Deputy Manager

      • Managed retail banking Sales at HDFC Bank, overseeing major products like casa, loans, and insurance.• Developed investment strategies for clients, including mutual funds and equity options.• Achieved a 15% increase in customer satisfaction through personalized financial solutions.• Streamlined processes to improve efficiency and reduce operational costs.

    • Anand Rathi Share and Stock Brokers Ltd

      Apr 2024 - Dec 2024
      Senior Manager

      • Managed a private client group team at Anand Rathi Share and Stock Brokers Ltd in Mumbai, Maharashtra, India.• Provided financial solutions including PMS, AIF, private equity, direct equity, and mutual funds.• Achieved a significant increase in client portfolio value through strategic investment recommendations.• Developed strong analytical and communication skills while collaborating with clients and internal teams.

    • Tamohara Investment Managers

      Jan 2025 - now
      Vice President of Sales

      • Oversaw entire sales operations at Tamohara Investment Managers in Mumbai, Maharashtra, India.• Developed sales forecasts, implemented marketing strategies, and enhanced product placement.• Led product marketing efforts, including creating brochures and enhancing product offerings.

  • Licenses & Certifications

    • NISM-VIII-Equity derivatives

      National Institute of Securities Markets (NISM)
      Sept 2021

    • NISM-VIII-Equity derivatives

      National Institute of Securities Markets (NISM)
      May 2013