Vidhi Shah

Vidhi Shah

location of Vidhi ShahMumbai, Maharashtra, India

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  • Timeline

  • About me

    Fund Management, Investments & Strategy (AIF CAT III) | Buy Side | MSc in Finance (Strathclyde Business School)

  • Education

    • Swami Vivekanand International School

      -
      91.45%
    • Strathclyde Business School

      2018 - 2019
      Master's degree Finance Distinction
    • Narsee Monjee College of Commerce and Economics

      2012 - 2015
      Bachelor in Commerce Accounting and Finance

      Activities and Societies: Umang (Asia's fastest growing fest)- Assistant for Music and Contemporary Arts- 2010. Rotaract Club of NM College (RCNM)- Public Relations Department.

    • The Institute of Chartered Accountants of India

      -

      Cleared 2 levels of CA

  • Experience

    • Deloitte

      Mar 2014 - Mar 2016
      • Senior Audit Associate

        Mar 2015 - Mar 2016
      • Audit Associate

        Mar 2014 - Mar 2015
    • IndusInd Bank

      Apr 2016 - Jun 2017
      Trainee- Corporate Banking

      •Assist Relationship Manager in maintaining and growing the corporate banking client portfolio within the related business segment through acquisition of new customers and growth of wallet share with existing customers.• Cultivating existing relationship, understand and anticipate clients needs as well as incremental business opportunities. • Analysing the business and financial scenario of prospective corporate and corporate banking product suite of Credit, Treasury, Business and other Corporate Banking Services.• Detailed Appraisal (Review of Management, business, financial model, Financials and Project Report) and Risk Analysis of Credit proposals of Multi National and IT Companies. Show less

    • Fedbank Financial Services Ltd - Fedfina

      Jun 2018 - Aug 2018
      Credit Analyst

      Corporate Lending- Structured Finance.

    • YES SECURITIES

      Oct 2019 - now

      Investments, Research & Strategy

      • Senior Manager

        Oct 2023 - now
      • Manager

        Apr 2022 - Sept 2023
      • Deputy Manager

        Oct 2019 - Mar 2022
  • Licenses & Certifications

    • Research Analyst

      National Institute of Securities Markets
    • Financial Markets

      Yale University
      Feb 2019
    • Introduction to Marketing

      Coursera
      Sept 2017
      View certificate certificate
    • Risk Management for Investment Managers

      CRISIL Limited
      Apr 2022
      View certificate certificate
    • Bloomberg Market Concepts

      Bloomberg
    • Marketing in a Digital World

      Coursera
      Aug 2018
      View certificate certificate
  • Volunteer Experience

    • Committee Member- Public Relations

      Issued by Rotaract Club of NM College on Jan 2010
      Rotaract Club of NM CollegeAssociated with Vidhi Shah
    • Executive Committee Member

      Issued by TEDxUniversityofStrathclyde on Sept 2018
      TEDxUniversityofStrathclydeAssociated with Vidhi Shah