1. TEJAS SHAH
E-Mail: tejas_shah_84@yahoo.co.in
Phone: +91-9619434376
Address: A/505, Vijay Nagar, Eksar
Road, Near Axis Bank, Borivali (W),
Mumbai – 400092, Maharashtra, India
OBJECTIVE
“To accelerate in the field of Finance and be a diligent and enthusiastic professional, reaching the apex
through hard-work and commitment in a professional organization that offers challenging assignments.”
EDUCATION
 CFA Level 3 Candidate – CFA Institute, US
 PGDBM (Finance) – Wigan & Leigh College
 CFP – FPSB, India
 M. COM (Part I), B. COM – Mumbai University
WORK EXPERIENCE
Kotak Mahindra Asset Management Company Ltd.
Job Title: Internal Wholesaler - Asset Management Company Ltd
Work Tenure: 15th December 2009 – Till date
Designation: Senior Manager – Mumbai
Key Responsibility Area:
 Manage team of managers and head the overall responsibility of Independent Financial Advisors (IFA) channel over
Mumbai region.
 Run the designated set of relationships with agenda of Increasing Equity Mutual Fund Sales, Fixed Income and
Systematic Investment Plans.
 Maintaining a comprehensive understanding of markets, advisors and investor trends. Analyzing products vis-a-vis
competition to better position Kotak Funds.
 Conducting Training for distributors & Investors such as follows:
 Investor Awareness Program (On Mutual Funds and its benefits, etc.).
 Financial Planning & Asset Allocation
 Presentation on Equity & Debt Market.
 Providing business Strategies, Concepts, Marketing ideas and support to Financial Advisors.
 Collaborating with Regional Vice-President to develop an annual business plan which includes marketing initiatives,
sales penetration goals and territory coverage plan.
 Providing Market Intelligence & Feedback, coordinating and monitoring the activities of distributors and competitors to
devise strategies for increasing Market Share.
 Constantly updating self with market related updates, current affairs etc. and ensure knowledge enhancement of team
members & distributors.
Sundaram Asset Management Company Ltd.
Work Tenure: February 2008 – December 2009
Designation: Assistant Manager – Retail sales – Mumbai
Key Responsibility Area:
 Responsible to increase AUM & increase the Market Share in Retail channel.
 Coordinating and monitoring the activities of distributors to devise strategies for increasing sales & Market Share.
I, hereby, declare that the above mentioned information provided by me is true to the best of my knowledge.
Tejas A Shah
*Reference can be provided on request.