1. MANISH M SHAH________________________________
Personal
 Date Of Birth : 27th
January 1978
 Marital Status : Married
 Contact No : +919898830353
 E mail : mj_manish@yahoo.com
 Current Address : B-202, Iscon Habitat, Off Sardar Patel Marg,
Gotri-Sevasi, Baroda 390021.
Languages Proficient in : English, Hindi, Gujrati(speak)
Academics and Professional Qualification:
Qalification College/School Board /University Year Marks
M.B.A ICFAI Business
School
ICFAI University 2004 5.59 ( CGPA)
B.B.M PSG College of
Arts & Sciences,
Coimbatore
Bharthiyar University
Coimbatore
1999 59.5%
XII Standard G.D Birla
Memorial
School,Ranikhet
C.B.S.E 1996 59.5%
X Standard G.D Birla
Memorial
School,Ranikhet
C.B.S.E 1994 79.5%
*CGPA is out of a rating of 10.
Work Experience
Financial Advisor/Branch Manager at Self- Owned Business(Jan 2009- Dec 2014)
Took over one of the Branches of Karvy Stock Broking Ltd with client base of over 800
clients at Subhanpura. It’s a franchise model and we cater to all the financial needs of
these 800 client at this branch . This branch we are operating since January 2009 with
average turnover of around INR 12 Lakhs over last three years and came in effective
from 1st
April 2009.
Organisation:Navkar Shares and Stock Broking Pvt Ltd(Joined on 1st
July 2008- 10
Nov 2008
• Joined as Territory Manager for Anand/Nadiad and adjoining areas.
• Key role is to develop business in broking and start-up business in areas of
mutual fund and insurance.
• Developing franchisee business for the company.
• Reporting to regional head of the region.

2. Organization:Karvy Stock Broking Limited(Joined on 15 th Jan 2005- April 15
2008)
• Joined in as investment advisor for various investment products like equities,
derivatives, insurance and mutual fund.
• On the basis of education and experience designated as Branch Incharge for
Subhanpura,Baroda
• Job includes handling all issues related to branch both in terms of back office
and sales.
• Adherence to various audit related processes.
• Cross selling various Karvy products to investors.
Simply put in a nutshell, I have got opportunity to work with one of the leader in
distribution of financial products. And working with Karvy I got an opportunity to
know the detail functioning of Indian Capital Market be it be primary market or
secondary market. In fact I am well versed with back office of DP. I have
developed very good consultancy skills in dealing with clients.
Organization: Abn Amro Bank(Oct 2004 – Jan 2005)
• Joined as financial advisor in Van Gogh Preferred Banking department.
• Was Involved in selling current accounts to High Net worth Clients and cross
selling various other products of bank.
To summarize was responsible to bring HNI clients and service them till they are
well recognized with functioning of bank. It gave me skills needed for direct sales
and how to organize and plan in order to achieve targets.
Organization: Standard Chartered Bank (March 2004 –Sept 2004)
• Joined as Junior Probationary officer in personal loans department.
• Was to bring in sales for the bank by coordinating with direct sales team.
Projects and Special Assignments Undertaken:
Summer Internship Project
 Icici Prudential Ltd
The project was to know various channels involved in selling Insurance product also
know how the Insurance industry works. Also came to know the functioning of Icici
Prudential as leader in private sector and how they sold there products through sales
generated through there banking tie ups with Icici Bank, Allahabad Bank and Bank of
India to name.
Additional Information:
 Currently persuing CFA LEVEL-1, exam scheduled for June
2015.
 NCFM cleared in Dealers Core Module with 70% and
Derivative module with 80%.

3.  Best sportsman adjudged during my MBA in Icfai Business
School, Ahmedabad.
 Best sportsman adjudged in School.
 I was School Prefect (Captain).