Bhautik Shah
Assistant Vice President Client Client Coverage at Waterfield Advisors
- Role
- Client Coverage - Waterfield Advisors at Waterfield Advisors
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Bhautik Shah
Investment and coverage professional with 15+ years of experience across the wealth and…
Experience
Client Coverage - Waterfield Advisors
Apr 2024 — Present · Mumbai, IN
Education
ITM
Executive MBA
2015 — 2017
S J Poddar
BNN college, ssc
ITM Group of Institutions
MBA - Master of Business Administration, Accounting and Finance
Skills
- Mutual Funds
- Team Management
- Portfolio Management
- Fixed Income
- Relationship Management
- Financial Services
- Equities
- Investments
- Asset Management
- Wealth Management
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