Pooja Shah

Pooja Shah is a seasoned professional with extensive experience in client service and compliance within the financial sector. Currently serving as a Service Relationship Manager at Marcellus Investment Managers since March 2020, Pooja oversees client interactions and ensures accurate documentation processes. Prior experience includes a Client Onboarding Officer role at Barclays Wealth and Investment Management, where responsibilities encompassed managing account openings, KYC documentation, and client communication. Earlier roles also include Compliance Officer at Standard Chartered Bank, focusing on risk classification and KYC standards, as well as a Customer Service Executive at HDFC Deposits, where Pooja handled deposit applications and client queries. Pooja holds a Master’s Degree in Finance from The ICFAI University and a Bachelor’s Degree in Banking & Insurance from Lala Lajpatrai College of Commerce and Economics.