Raj Shah
Icici securities - Security advisory | JBIMS - MFM | Research Analyst | Ex-IDBI Capital |
- Role
- Wealth Manager at ICICI Securities
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Raj Shah
Detail-oriented Operations driven professional with 5 years of experience in financial services. Proven experience in managing compliance program and conducting risk assessments. Skilled in developing and optimizing operational processes to mitigate risks and to provide efficient services to client. Strong analytical skills with a focus on identifying potential issues and implementing effective solutions. Adept at fostering cross-functional collaboration and training teams service protocols according to banking norms and guidelines. Seeking to leverage experience and dedication to contribute to the continued success of a compliance/operations and service-focused organization.Knowledge of derivative trading and derivative products along with stock monitoring and collaboration with multiple teams in order to provide success driven services for customer satisfaction.
Experience
Wealth Manager
Jul 2024 — Present · Mumbai, IN
NRI wealth advisor and guid NRI clients in achieving short-term and long-term goals with the help of equity and mutual funds
Education
Jamnalal Bajaj Institute of Management Studies (JBIMS)
Master of Business Administration - MBA
Kes Shroff College
Bachelor of Commerce - BCom
St. Xavier's High School
S.S.C
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