Naresh Shankat

To obtain a challenging role in the Banking Sector where I can utilize my relationship management, financial analysis, and risk assessment skills to contribute to organizational growth while continuously enhancing my professional expertise.

Relationship Manager at ICICI Bank, Ltd. (2023-03 – 2026-01)

Deputy Manager I

• Managing and growing relationships with affluent and high-net-worth clients, ensuring long-term engagement and portfolio growth.
• Advising clients on banking products including savings, investments, insurance, and wealth management solutions.
• Achieving sales targets for CASA, loans, investment products, and third-party financial products.
• Conducting detailed financial analysis and risk profiling to recommend suitable investment strategies.
• Ensuring strict compliance with RBI guidelines, KYC norms, and internal banking policies.
• Monitoring client portfolios and proactively suggesting rebalancing strategies based on market trends.
• Handling customer queries and resolving issues efficiently to enhance customer satisfaction and retention.
• Cross-selling and up-selling banking products to increase revenue and deepen client relationships.
• Collaborating with internal teams such as credit, operations, and product teams for seamless service delivery.
• Maintaining accurate documentation and records for audits and regulatory checks.
• Generating leads through networking, referrals, and market research to expand client base.
• Utilizing CRM tools and data analytics to track performance and identify business opportunities.

S.S.C – Aurangabad

H.S.C in Commerce – Aurangabad

B.Com – SRTMU Nanded

M.Com – SRTMU Nanded

PGDB – Manipal