Hi, I’m
Rishikant Shukla
Preferred Relationship Manager
Indore
Summary
Fast learner and ready to learn always Dynamic, go-getter with strong commitment. Enthusiastic, attentive, Spontaneous, Time management, out-of-the-box thinking, innovative thinking, Paying attention to every small details.
Overview
8
years of professional experience
2
Certifications
2
Languages
Work History
HDFC Bank
Preferred Relationship Manager
08.2023 - 04.2025
Job overview
- Handling HNI Customers and provide 360 Degree banking services & handle all Retail branch banking products in HDFC Bank.
- Work with a individual or corporate clients, providing them with a range of financial services and products, including deposits, loans, insurance, and investments.
The Option Box Pvt. Ltd.
Marketing and sales Lead
06.2022 - 05.2023
Job overview
- Analyzing sales data and trends to identify opportunities for growth and improvement.
- Identifying and targeting potential customers or clients through market research and analysis.
- Creating marketing strategies and campaigns to promote products or services to target audiences.
- Negotiating contracts and closing sales deals to meet revenue goals.
ICICI Bank
Phone Banking Officer
02.2022 - 05.2022
Job overview
- Customer Service Team Leadership.
- Marketing & Sales.
- Handling Customer Query up to the final result.
- Handling Wealth customer on one call, giving them an appropriate resolution (End to End Resolution).
- Getting updated information for customer's contacting lead teams.
- Relationship manager for wealth customer. Training New joinees.
Capital Aim Financial Advisory
Business Development Executive
05.2017 - 12.2021
Job overview
- Conduct market research to identify selling possibilities and evaluate customer needs.
- Actively seek out new sales opportunities through cold calling, networking and social media.
- Set up meetings with potential clients and listen to their wishes and concerns.
- Prepare and deliver appropriate presentations on products and services.
- Create frequent reviews and reports with sales and financial data.
Education
Shri Ram Institute of TechnologyJabalpur, India
B.E from Electronics And Communications Engineering
04.2001
Saraswati Shishu Mandir Jabalpur, India
Science
04.2001
G.C.F. HIGH SCHOOLJabalpur, India
High School Diploma
04.2001
Skills
Business Development
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification Examination, National Institute of Securities Markets (NISM).
Interests
Stock Market
Reading Books
Timeline
NISM-Series-V-A: Mutual Fund Distributors Certification Examination, National Institute of Securities Markets (NISM).
10-2026
IRDAI CERTIFICATE.
10-2026
Preferred Relationship Manager
HDFC Bank
08.2023 - 04.2025
Marketing and sales Lead
The Option Box Pvt. Ltd.
06.2022 - 05.2023
Phone Banking Officer
ICICI Bank
02.2022 - 05.2022
Business Development Executive
Capital Aim Financial Advisory
05.2017 - 12.2021
Shri Ram Institute of Technology
B.E from Electronics And Communications Engineering
04.2001
Saraswati Shishu Mandir
Science
04.2001
G.C.F. HIGH SCHOOL
High School Diploma
04.2001