Shivani Shah

Shivani Shah is a seasoned finance professional with extensive experience in client service and investment management. Currently serving as a Senior Manager at Waterfield Advisors since June 2020, Shivani manages multiple large family office accounts with a minimum client relationship of 100 crore, ensuring comprehensive end-to-end execution. Prior to this role, Shivani was a Senior Customer Service Manager at JM Financial, where responsibilities included assisting clients and relationship managers with day-to-day service needs and trade execution. Previous positions at Edelweiss Financial Services Limited and Karvy Private Wealth involved critical functions in customer experience, handling HNI operations, and processing various investment transactions. Shivani began a career in finance as a Customer Relationship Manager at Sushil Finance, focusing on online campaigns and client support. Educationally, Shivani holds a Master's degree in Banking & Finance from SIES College of Arts, Science & Commerce.