Summary
Overview
Work History
Education
Skills
Linkedin profile
Languages
Certification
Roles And Responsibilities
Timeline
Generic

Suryansh Sanklecha

Chennai

Summary

Undergraduate with Level III CFA clearance, demonstrating strong expertise in Finance, Portfolio Management, and Analytics. Proven understanding of investment principles and commitment to driving organizational growth. Eager to leverage skills in a dynamic environment to achieve impactful results.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Relationship manager

ICICI Bank limited
Chennai
07.2023 - 01.2024
  • Strategic advisory & tailored solutions aligned with client requirements.
  • Monitored portfolio performance and market trends, recommending rebalancing strategies to optimize returns and manage downside risk.
  • Partnered with internal product teams to deliver structured investment proposals incorporating mutual funds.

Education

CFA Program -

CFA Institute
10.2025

B.Com (C.S) - Chennai

Loyola college
Chennai
05.2023

AISSE/AISSCE - Chennai

D.A.V. Boys Senior Secondary School
Chennai
03.2020

Skills

  • Technical proficiency in Excel and Power BI
  • Dashboard design and implementation
  • Financial modeling
  • Portfolio performance analysis
  • Valuation analysis skills
  • Strong communication abilities
  • Meticulous attention to detail
  • Portfolio optimization

Linkedin profile

www.linkedin.com/in/suryansh-sanklecha-5468741b1

Languages

  • English, Full Professional Proficiency
  • Tamil, Elementary Proficiency
  • Hindi, Full Professional Proficiency

Certification

• NISM - SERIES V-A Mutual Funds Distributors Certification Exam, 10/23, 79/100.
• The Indian Stock Market Course - Kundan Kishore, 12/21 - 02/22.
• Software Innovations and Technology - Data Analytics and Excel for Business, 11/21 - 07/22.
Proficient in functional and advanced Excel functions, with expertise in financial modeling.
Fluent in Tableau and Power BI for data visualization and dashboard development.

Roles And Responsibilities

  • Member of Youth Development, Loyola College, Chennai, Tamil Nadu
  • Football team captain, professional football club, U15 and U18, 05/17, 05/19, ensured coordination and discipline among the team
  • House captain, D.A.V. Boys, Chennai, Tamil Nadu, 06/18, 03/20, encouraged fellow house members to participate in a variety of extracurricular activities

Timeline

Relationship manager

ICICI Bank limited
07.2023 - 01.2024

CFA Program -

CFA Institute

B.Com (C.S) - Chennai

Loyola college

AISSE/AISSCE - Chennai

D.A.V. Boys Senior Secondary School
Suryansh Sanklecha