Mohammad Kaif Shaikh
Relationship Manager
Mumbai
Summary
Results-oriented and dedicated Relationship Manager at ICICI Bank with proven experience supporting financial and capital markets operations, including transfer agency, registrations, client onboarding, reconciliation, and settlements. Demonstrates exceptional communication, analytical, and organizational skills. Adept at maintaining accuracy, meeting deadlines, and delivering superior client service across global market teams.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Relationship Manager
ICICI Bank
02.2024 - Current
- Managed HNI, retail, and corporate portfolios across equities, bonds, and banking products of 1286 Customers.
- Handled transfer agency operations including account opening, KYC, settlements, and data updates.
- Ensured accuracy, compliance, and adherence to regulatory and client policies.
- Coordinated with stakeholders, escalating risks per governance protocols.
- Delivered client reports, presentations, and responses within SLAs.
- Supported process improvements, training, and cross-skilling initiatives.
- Consistently met targets in portfolio growth, client satisfaction, and operational excellence
Education
Post Graduate Diploma - Banking And Finance
Institute of Manipal Academy
Bengaluru, India 04.2001 -
Bachelor's in Commerce - Financial Accounting And Auditing
Rizvi College of Arts, Commerce And Science
Mumbai, India 04.2001 -
Skills
Capital Market Products: Equity, bonds, financial products, transfer agency
Operations & Transactions: Transfer Agency, client registrations, settlements, static data updation
Process management, KYC compliance, client onboarding, account opening
Data maintenance & reporting, MS Office (Excel, Word, PowerPoint, Outlook)
Analytical & problem-solving abilities; negotiation & stakeholder liaison
Risk management, compliance, and procedural adherence
Teamwork, cross-functional support, and training participation
Superior attention to detail and time management
Certification
NISM-SERIES-V-A Mutual Funds Distributors Certification
Timeline
Relationship Manager
ICICI Bank
02.2024 - Current
NISM-SERIES-V-A Mutual Funds Distributors Certification
10-2023
Post Graduate Diploma - Banking And Finance
Institute of Manipal Academy
04.2001 -
Bachelor's in Commerce - Financial Accounting And Auditing
Rizvi College of Arts, Commerce And Science
04.2001 -
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