Mihir Shah

Business Development Executive

Thane, Maharashtra, India10 mos experience

Key Highlights

  • Aspiring investment professional with strong equity research passion.
  • Currently enhancing skills through NISM certifications.
  • Aiming for a long-term career in asset management.
Stackforce AI infers this person is a Fintech professional focused on investment and wealth management.

Contact

Skills

Core Skills

Equity TradingWealth Management Services

Other Skills

Algorithmic TradingBusiness DevelopmentClient RelationsCommunicationCommunity EngagementDerivatives TradingEnglishFinanceFutures TradingHumilityInterpersonal CommunicationInvestingInvestment Advisory ServicesLeadershipMutual Funds

About

Aspiring Investment Professional | Equity Research & Wealth Management Enthusiast | Currently at Choice Equity Broking I’m a BFM graduate and currently working as a Relationship Manager at Choice Equity Broking, where I actively engage in client onboarding, relationship management, and trade execution. With a growing passion for equity research, portfolio analysis, and wealth advisory, I aim to build a long-term career in the investment and asset management space. I am in the process of enhancing my knowledge through certifications like NISM (Research Analyst, Mutual Fund) and plan to pursue the CFA Program to deepen my understanding of financial markets and investment strategies. I’m particularly excited about opportunities in equity research, wealth management, and mutual fund domains, with the long-term goal of contributing meaningfully as a Fund Manager.

Experience

Choice equity broking private limited, research division

Relationship manager -Business Development

May 2025Present · 10 mos · Mumbai · On-site

  • Helping clients re-engage with the markets by onboarding and maintaining relationships, offering trading recommendations, and executing equity trades. Focused on delivering a seamless investment experience and driving brokerage growth.
Equity TradingDerivatives TradingWealth Management Services

Education

Nagindas Khandwala College

BFM

Jan 2022Jan 2025

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