Shah

About Shah

A financial services professional with more than 20 years of domain expertise, focusing…

Experience

1. Consultant & Mutual Fund Distributor

   Adit Vasant Shah

   Sep 2021 — Present · Mumbai, IN

   Role:• Developing Custom Software for Financial Services and Media companies.o Currently helping a new entrant into the Financial Products space build their own browser based platform. The platform targets being a one-stop shop for both sub-distributors and investors for Mutual Funds, Life Insurance, Health Insurance, Deposits and NPS.• Vendor Management, Change Management, Business Analysis, Project Management, Testing• Integration of organizations• Building the Sales organization by identifying potential distributors and customizing a CRM• Worked on avoiding Capital Intensive models and focused on Operational Intensive models• Helping Investors make smart choices with Mutual Funds, Life Insurance, Health Insurance and DepositsClients:WhiteOak Capital Asset Management Ltd, Mumbai Sep 2021 – Jun 2022Orasi Media Offshore Pvt Ltd, Mumbai Nov 2022 – Jun 2024Wealth Infoline Financial Services Pvt Ltd, Mumbai Mar 2025 – PresentAchievements:• Helped open the first 20+ branches of an organisation using Operational Expenditure focused models that reduced initial Capital Expenditure by ~80%.• Helped get new Sales employees up and running on Salesforce within a week of joining the organisation.• Launched a customized software platform in time for the biggest Media trade show globally.• Streamlined Quality Assurance and Delivery processes to improve the quality of testing, reduce defects and reduce production bugs.• Have aligned with manufacturers and aggregators to provide clients with a complete set of Financial solutions

Education

• JAI HIND COLLEGE, MUMBAI

  HSC, Science

  1988 — 1989

• Stevens Institute of Technology

  Bachelor of Engineering - BE, Chemical Engineering

  1989 — 2000

• St. Mary's ISC

  ICSE, General Studies

  1976 — 1987

Skills

• Project Management
• Project Planning
• Budgets
• Management Consulting
• Management
• Sql
• Visio
• Process Improvement
• Equities
• Microsoft Office
• Vendor Management
• Derivatives
• Business Process
• Business Process Re-Engineering
• Fixed Income
• Data Modeling
• Process Engineering
• Business Planning
• Business Analysis
• Team Management
• Asset Management
• Consulting
• Financial Services
• Crm
• Analysis
• Pmo
• Ms Project
• Sdlc
• Proposal Writing
• Integration
• Cash Management