PBPartners
Chetan Shah is an experienced finance professional currently serving as the IP-Point of Sale Manager at PBPartners since March 2022. Prior to this role, Chetan was a Partner at Trust First Financial Advisors, specializing in investment advisory and financial planning from April 2016 to June 2022. Chetan's extensive experience includes leadership positions at Mirae Asset Global Investments as AVP Sales for the Mumbai region, Edelweiss Capital as Branch Manager focusing on HNI client wealth management, and NJ India Invest Pvt. Ltd as Branch Manager overseeing sales across mutual funds, insurance, and real estate. Chetan began a career in finance as an Analyst at Indira Securities and held the role of Audit Manager at C K Doshi. Chetan holds various qualifications including a diploma in debt markets from NCFM and a Licenciate of Insurance from the Insurance Institute of India, alongside completing Inter CA from the Institute of Chartered Accountants of India.
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PBPartners
Your best-in-class products + our in-person customer assistance = smooth insurance journey for your customers! PBPartners is a brand of Policybazaar Insurance Brokers Private Limited. Registration Number 742 | Registered Office - 119, Sec 44, Gurgaon - 122001| License Category - Composite Broker.