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Grishma Shah

Associate Vice President - Institutio... at TRUST
Intro Book
Grishma Shah is a seasoned Associate Vice President with 10 years of experience in Institutional Credit Sales, leveraging expertise in Business Analysis, Team Management, and Market Research to drive growth and success.
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Location
Mumbai, Maharashtra, India, IN
Languages
  • English -
  • Gujarati -
  • Marathi -
  • Hindi -
Skills
  • Business Analysis
  • Team Management
  • Teamwork
  • Microsoft Excel
  • Microsoft Office
  • Show all
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Bio

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Grishma Shah, a seasoned executive with over a decade of experience, has established a reputation for excellence in institutional credit sales. As Associate Vice President at TRUST, she has successfully managed teams and driven business growth, leveraging her expertise in market research, analysis, and customer service. Grishma holds an MBA from Xavier Institute of Management and Research and a Bachelor of Commerce from S.K Somaiya College, showcasing her academic prowess. She is also certified as a Mutual Fund Distributors by the National Institute of Securities Markets.

Credentials

  • NISM: Mutual Fund Distributors Certification Examination
    AMFI
    Aug, 2015
    - Jun, 2026

Experience

  • TRUST
    • India
    • Financial Services
    • 700 & Above Employee
    • Associate Vice President - Institutional Credit Sales
      • May 2024 - Present

    • Associate Vice President
      • Apr 2021 - Present

    • Senior Manager Advisory Services
      • Apr 2020 - Aug 2021

    • Manager
      • Apr 2017 - Apr 2020

    • Deputy Manager
      • May 2014 - Mar 2017

      > In Affiliation with Retirement benefit Trusts facilitating them in making investment and guiding them with investment decisions.> Advising Retirement Benefit Trusts in making investment decision for building higher yielding & risk free portfolio. > Analyzing the Portfolios of Retirement benefit Trust and making presentations on the same.> Providing churning opportunities on the portfolio, to lock-in high yields, improved credit quality & maturity profile for clients> Assisting the clients in managing their Assets & Liability, helping them in drafting proper investment policies for ensuring the credit quality as well yield management of their portfolio.> Sending offer quotations and closing deals with Retirement Benefit Trusts for their investments across various categories as the governments laid down investment pattern.> Sourcing the required security from the market, negotiating for the trade and building relationships> Tracking investment transactions after the execution of deals.> Tracking Fixed Income market for G-sec, SDLs, Corporate Bonds along with overview of variables impacting the fixed income markets> Monitoring credit ratings of the issuers and updating clients regarding the upgrades & downgrades> Modelling of CRM, an internal software for easy and digital collation of data

  • Dun & Bradstreet India
    • Mumbai Area, India
    • Management Trainee
      • Feb 2014 - Apr 2014
      • Mumbai Area, India

      Team Player for Risk Management Solutions department at Dun & Bradstreet India. Generating Credit Reports for the clients.

  • State Bank of India
    • Summer Intern
      • May 2013 - Jul 2013

      Project undertaken for SBI of analyzing Target Companies through Financial Analysis To acquire New Clients.

Education

  • 2012 - 2014
    Xavier Institute of Management and Research
  • 2009 - 2012
    S.K Somaiya College

Suggested Services

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Industry Focus. “Financial Services”

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