Parth Shah
Investment Specialist | Postgraduate Degree in Marketing/Finance
- Role
- Investment Portfolio Specialist at Mirae Asset Sharekhan
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Parth Shah
At Mirae Asset Sharekhan, the focus is on fostering strong client relationships to…
Experience
Investment Portfolio Specialist
Nov 2024 — Present · Mumbai, IN
Developed and maintained strong client relationships to understand their investment needs. • Provided tailored financial solutions, including mutual funds and ETFs, to enhance client portfolios. • Acquired new clients while ensuring compliance with regulatory standards. • Achieved sales and business growth targets through strategic investment advice and product promotion.
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