Sarthak Namdev
Relationship Manager
Mumbai
Summary
Analytical management professional with experience across banking, financial services, and media industries. Skilled in data analysis, trend reporting, and preparing executive presentations using Microsoft Excel and PowerPoint. Experienced in collaborating with cross-functional teams to analyze operational performance, generate business insights, and support leadership decision-making. Seeking opportunities in Operational Risk Management, Business Analytics, or Data Reporting roles.
Overview
3
3
years of professional experience
4
4
Certifications
2
2
Languages
Work History
Relationship Manager
ICICI Bank
07.2025 - 11.2025
- Managed relationships with 25+ banking clients, providing tailored financial and investment solutions based on analysis of individual financial profiles.
- Prepared and presented 30+ client portfolio summaries and financial reports to support informed investment decisions.
- Analyzed client transaction patterns and service feedback to identify improvement areas, contributing to enhanced customer satisfaction.
- Collaborated with internal product, operations, and service teams to resolve 20+ client service cases and improve turnaround time.
Business Development Manager
Famous Studios Limited
06.2024 - 07.2025
- Conducted market and industry research across 15+ potential client segments to identify new business opportunities.
- Developed and presented periodic performance reports evaluating marketing initiatives and business development outcomes.
- Coordinated with cross-functional teams including marketing, operations, and finance to support execution of 10+ large-scale events.
- Supported operational planning and financial coordination for event projects valued at multi-lakh budgets.
- Built relationships with 20+ potential clients and partners to expand studio visibility and revenue opportunities.
Portfolio Management Intern
IIFL Securities Ltd.
05.2023 - 06.2023
- Conducted analytical research on 10+ global market indices to identify macroeconomic trends and investment insights.
- Evaluated mutual fund performance using ratio analysis and comparative benchmarking across multiple asset classes.
- Assisted in financial valuation analysis of startup businesses using financial modeling techniques.
- Managed a small portfolio of 6 clients, providing periodic investment updates and performance insights.
Content Operations Intern
Shemaroo Entertainment Ltd.
12.2022 - 03.2023
- Analyzed YouTube channel performance metrics including views, engagement rates, and audience growth trends.
- Evaluated performance of 50+ digital content assets to identify opportunities for improving audience engagement.
- Supported targeted digital marketing campaigns aimed at increasing channel visibility and subscriber growth.
Education
PGDM - Marketing
Welingkar Institute of Management Development & Research
Mumbai, India01-2024
Bachelor of Design - Footwear Design & Development
Footwear Design and Development Institute
Noida, India01-2021
Skills
Data Analysis & Trend Reporting
Microsoft Excel (Pivot Tables, Data Analysis, Reporting)
Power BI
PowerPoint & Executive Presentations
Dashboard & Performance Reporting
Financial Analysis
Market Research & Competitive Analysis
Cross‑Functional Collaboration
Client Relationship Management
Accomplishments
- Finalist – Rural-Le-Carte Business Strategy Competition (SCIT)
- Deputy General Secretary – Welingkar Institute of Management
- Managed financial planning for annual cultural festival Karvaan
Certification
Bloomberg Market Concepts
Timeline
Relationship Manager
ICICI Bank
07.2025 - 11.2025
Business Development Manager
Famous Studios Limited
06.2024 - 07.2025
Portfolio Management Intern
IIFL Securities Ltd.
05.2023 - 06.2023
Content Operations Intern
Shemaroo Entertainment Ltd.
12.2022 - 03.2023
Bachelor of Design - Footwear Design & Development
Footwear Design and Development Institute
PGDM - Marketing
Welingkar Institute of Management Development & Research