Taha Tabrez Shah — Business Development Executive
Experienced financial services consultant specializing in strategic financial planning and wealth management. My focus is on empowering clients to achieve their long-term financial goals through personalized strategies and thoughtful guidance. Let's work together to secure your financial future.
Stackforce AI infers this person is a Financial Services Consultant with expertise in wealth management and client relations.
Location: Mumbai, Maharashtra, India
Experience: 1 yr 5 mos
Skills
- Client Relations
Career Highlights
- Experienced in strategic financial planning and wealth management.
- Proven track record in client relations and sales.
- Skilled in developing personalized financial strategies.
Work Experience
Niva Bupa Health Insurance
IOB Relationship Manager (1 mo)
Relationship Manager (8 mos)
ICICI Prudential Life Insurance Company Limited
Financial Services Consultant MGR (8 mos)
Education
Master of Business Administration - MBA at University of Mumbai
Bachelor Banking and Insurance at St John College of Humanity and science
HSC at Ali Allana Junior college
SSC at Ali Allana English High school
