Kriti Shah

Business Development Manager @Spa Capital Services Ltd

Mumbai, IN

Trained Qualified in Mutual Funds Analysis and Insurance in all sectors - Understanding customers’ requirement, and suggesting most suitable product for the customer according to his objective- Meeting clients (Corporate /HNI’s/ Retail) mainly executives in Treasury/ Finance & Accounts Division and bringing them to the fold of the SPA (\'Corporate Marketing\')- Advising Corporate /HNI’s/ Retail for their Surplus Management- Retain and enhance customer base. Continuous follow up with the potential clients in a systematic manner- Follow up for post-sale service issues & also to explore new business opportunities- Working with internal and research team for identification of new business opportunities.SkillsCertified NISM MF distributors 5ACertified NISM Equity and Derivative Portfolio management

College of Social Work (Empowered Autonomous), Nirmala Niketan Institute, Mumbai

Diploma of Education, Textile Designing