Beena Shah

CEO

Mumbai, Maharashtra, India24 yrs 4 mos experience

Highly Stable

Key Highlights

Over 24 years in wealth management.
Expert in managing UHNI and corporate clients.
Proven track record in building high-performing teams.

Stackforce AI infers this person is a Wealth Management expert with extensive experience in client relations and team leadership.

Contact

Skills

Core Skills

C-level LeadershipCustomer AcquisitionBusiness StrategyPortfolio ManagementLeadershipFinancial PlanningClient RelationsNew Business DevelopmentNetworkingCore BankingSales Management

Other Skills

Executive SearchPortfolio OptimizationCross-functional Team LeadershipCoachingJob CoachingRecruitingTalent ManagementFinancial ServicesBusiness TravelNew Business OpportunitiesCross-functional CoordinationCross-border TransactionsCommunicationWealth Management ServicesCreativity and Innovation

About

With over 24 years of experience in the wealth management business, I specialize in managing UHNI and corporate clients across Mumbai, Dubai, Abu Dhabi, London, and Gujarat. Throughout my career, I've successfully led teams of seasoned private bankers, particularly in Mumbai and Gujarat. I have experience in C-Level Leadership: Expert in executive search, business strategy, and cross-functional team leadership. I thrive on developing and leading high-performing teams, driving business growth, and delivering exceptional client service. My journey is marked by strategic leadership, innovative thinking, and a commitment to excellence in the wealth management sector.

Experience

360 one wealth

Director Practice Head

Jul 2023 – Present · 2 yrs 8 mos · Mumbai, Maharashtra, India · On-site

Spearheading Ultra HNI business in Mumbai & Gujarat via building team in both regions.

C-Level LeadershipExecutive SearchCustomer AcquisitionNetworkingPortfolio Optimization

Hdfc bank

4 roles

Senior Vice President & Senior Regional Head - GPC Mumbai & Gujarat

Promoted

Apr 2021 – Jul 2023 · 2 yrs 3 mos · Mumbai, Maharashtra, India

Founder of Global Private Client business at Gujarat and developed Ultra HNI business in different cities, where in we acquired large corporate clients and family offices along with the newly developed team at Gujarat in addition to Mumbai region's responsibilities.
Heading team of Senior Private Bankers at Mumbai & Gujarat,

Business StrategyCross-functional Team LeadershipCoachingPortfolio ManagementFinancial Planning

Vice President & Regional Head - GPC

Jun 2018 – Mar 2021 · 2 yrs 9 mos · Mumbai, Maharashtra, India

Developed team of Senior Private Bankers at Mumbai for Global Private Client business where we hired right talent to acquired large corporate clients and family offices and nurtures these relationships as well as expanded this business thru references and inner circle networking.

LeadershipJob CoachingNetworkingRecruitingFinancial Planning

Deputy Vice President & Regional Head - GPC

Promoted

May 2015 – May 2018 · 3 yrs · Mumbai, Maharashtra, India

Building team of Private Bankers at Mumbai region for Global Private Client group, where in acquired large families and nurture their relationship and build portfolio for self as well as for the team and also handling large corporate clients and family offices for Mumbai region.

Talent ManagementClient RelationsLeadershipFinancial Services

Assistant Vice President - PBG

Aug 2009 – Apr 2015 · 5 yrs 8 mos · Mumbai, Maharashtra, India

Self motivated Senior Private banker, acquired large clients in Mumbai & Middle east by making several visits to Dubai & Abu Dhabi and established new base of NRI Clients along with resident clients in Mumbai.

Business TravelNew Business DevelopmentFinancial PlanningNew Business Opportunities

Hsbc

3 roles

Senior Premier Manager

Jun 2008 – Jul 2009 · 1 yr 1 mo · Mumbai, Maharashtra, India

As Senior Premier Relationship Manager, managed Key Clients relationship of the BANK, and acquired largest clients and nurture their relationship by adding financial as well as Banking products in their portfolio.

New Business OpportunitiesCore BankingNetworking

Premier Relationship Manager

Jun 2006 – May 2008 · 1 yr 11 mos · Mumbai, Maharashtra, India

Enlarging Portfolio of Premier Clients along with Banking and Financial products and ensuring to enhance Bank revenue by multi fold in booming market. And managed largest relationship at Bank level and worked very closely with lending and treasury team.

Portfolio ManagementBusiness StrategyCross-functional Coordination

Financial Planning Manager

Jun 2003 – Sep 2006 · 3 yrs 3 mos · Mumbai, Maharashtra, India

I was Pioneer team member in setting up financial planning business at Flagship Branch of HSBC bank at Mumbai. Efficiently managed Financial planning for HNI clients specially from Europe and Middle east countries by using the right Tool like personal financial review (PFR) and review these portfolio on regular basis.

Financial PlanningCross-border TransactionsBusiness Strategy