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Shashank Shekhar Thakur, Relationship Manager - Private Banking (HNI Segment)

Shashank Shekhar Thakur

Relationship Manager - Private Banking (HNI Segment)·ICICIBANK,Pune

India

Master's degree, Management

Work experience

Total years of experience: 3 years, 1 months

Relationship Manager - Private Banking (HNI Segment)

May 2025 - Present

ICICIBANK,Pune

Pune, India

May 2025 - Present

Managing and servicing a portfolio of High Net Worth Individuals (HNI), delivering 360° banking and
wealth solutions client and manage book around INR 80 Crores.
Actively built investment advisory credentials (NISM MF & PMS distributor, Investment Advisor L1,
CISI Wealth Management) alongside client-facing investment cross-sell experience.
Drivingwallet share enhancement through structured cross-selling and need-based financial
solutions.
Advising clients on Mutual Funds, PMS, Insurance, Deposits, Lending, and Investment-linked banking
products.
Strengthening long-term relationships through regular portfolio reviews, market discussions, and
proactive engagement.
Company industry:
Banking

Relationship Manager - Wholesale Banking( Corporate RM with Investment Cross-Sell responsibility)

June 2023 - April 2025

ICICIBANK,Pune

Pune, India

June 2023 - April 2025

Identified investment and treasury product opportunities within existing corporate relationships,
coordinatingwith product teams to pitch MF and insurance-linked solutions to client promoters/CFOs.
Cross-sold Mutual Funds and investment-linked banking products to corporate (B2B) clients as part of
relationship management, supportingfee income and wallet-share growth.
Prepared CMA, appraisal notes, and credit proposals in compliance and executed working capital
facilities (CC, OD, BG, LC) in coordination with Risk, Credit, Legal, and Operations teams..
Company industry:
Banking

Education

Management Development Institute

April 2023

April 2023

Master's degree, Management

India

SikkimManipalUniversity,Gangtok,Sikkim

May 2019

May 2019

Bachelor's degree, Computer Science

India

Skills

BANKING

Intermediate

CERTIFIED MANAGEMENT ACCOUNTANT

Intermediate

CROSS SELLING

Intermediate

INVESTMENT ADVISORY

Intermediate

INVESTMENTS

Intermediate

MANAGEMENT

Intermediate

PORTFOLIO ANALYSIS

Intermediate

PROACTIVITY

Intermediate

RELATIONSHIP MANAGEMENT

Intermediate

WHOLESALE BANKING

Intermediate

Languages

English

Beginner

Hindi

Beginner

Training and Certifications

Certifications
International Certificate in Wealth and Investment Management (ICWIM)
NISM Series XXI-A