PALASH JAMBHULKAR
Thane
Summary
A dynamic finance and banking professional with one year of experience in the Banking Industry having exposure to Retail Banking, Corporate Banking, Financial Analysis and planning, investment strategies and credit risk management. Self-motivated team player with strong communication skills, seeking a challenging position in an esteemed organization to utilize and further develop my managerial skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager – Retail Branch Banking
CSB Bank Limited
03.2024 - Current
- Develop and maintain relationships with new and existing customers.
- Proactive customer communication.
- Perform portfolio analysis of 450+ customers.
- Provide financial advice and suggestions for portfolio enhancement.
- Handle account opening (Current, Savings, Forex).
- Manage loan sanctioning documentation.
- Effectively communicate and sell various banking products (Fixed Deposits, Loans, Insurance).
- Handle multiple loan products (Home, Personal, Car, Education, MSME).
- Conduct due diligence on customers.
- Day to day analysis by performing Linear Regression for customers.
Summer Intern
CSB Bank Limited
02.2023 - 05.2023
- Project Title: A Study on analysis of loans and deposits at CSB Bank.
- Work Profile: Research and analysis of Banking products (i.e. Savings Account, Current Account, Term Deposit, Life Insurance and General Insurance) Account opening and loan sanctioning documentation and maintaining good relationship with existing customers. Performed a Ratio/Financial Analysis, Trend Analysis, Time series Analysis on various parameters of CSB Bank.
Education
Master of Business Administration (MBA) - Finance
01.2024
Bachelor of Engineering - Mechanical
01.2019
Skills
- Marketing
- Sales Strategy
- Key account management
- Risk & Compliance
- Strategic planning
- Data Analysis
- Revenue Generation
- Client Relationship Management
- Product Management
- Portfolio Management
- Financial Advisory
Certification
- Advanced Excel Certification Program, IBS Mumbai, April 2023.
- Post Graduate Diploma in Advanced Mechanical Systems, Prolific Private Ltd., Pune, 2018.
- Integrated Design in CAD/CAM/CAE, Indo German Tool Room, Aurangabad, 2015.
- Manual Electric Pole Handling Machine, Bachelor of Engineering (B.E.) Project Completion.
Timeline
Relationship Manager – Retail Branch Banking
CSB Bank Limited
03.2024 - Current
Summer Intern
CSB Bank Limited
02.2023 - 05.2023
Bachelor of Engineering - Mechanical
Master of Business Administration (MBA) - Finance
WEBSITES, PORTFOLIOS AND PROFILES
https://www.linkedin.com/in/palash-jambhulkar-b0730814b