Jay Mehta
Private Banker | Family Office | Estate Planning | (Ex Citi, Ex Credit-Suisse)
- Role
- Director - Client Relations at Kotak Private
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Jay Mehta
Chartered Accountant with over 15 years’ experience in financial service…
Experience
Director - Client Relations
May 2025 — Present
Education
The Institute of Chartered Accountants of India
ACA
2004 — 2009
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Bachelor of Commerce (B.Com.)
2001 — 2006
Skills
- Financial Planning
- Banking
- Investment Banking
- Valuation
- Excel
- Powerpoint
- Microsoft Excel
- Due Diligence
- Financial Analysis
- Microsoft Office
- Analysis
- Corporate Finance
- Mergers
- Credit
- Financial Modeling
- Underwriting
- Financial Reporting
- Credit Analysis
- Cash Flow
- Credit Risk
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