Sultan Shaikh Email & Phone Number

Results-driven financial analyst with a strong foundation in data analysis, financial modeling, and research. Experienced in synthesizing data from financial documents, including investor reports and market analyses, to deliver actionable insights. Proficient in advanced Excel and Google Workspace tools for data visualization, reporting, and process optimization. Currently a CFA Level 1 candidate, committed to developing skills in financial and investment analysis. Passionate about using data to inform strategies and support decision-making. Actively seeking opportunities to contribute analytical and research skills in a dynamic, data-focused organization.

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  Assistant Manager

  Kotak Mahindra Bank

  Oct 2022 - Nov 2023 - Navi Mumbai, Maharashtra, India

  • Managed a portfolio of 500+ clients at one of the bank’s highest-performing branches, emphasizing service quality and client retention.• Secured 300+ new clients, enhancing branch profitability and driving business growth through customized merchant services.• Processed and monitored high-value NEFT/RTGS transactions, maintaining strict compliance with RBI guidelines.• Assisted branch operations by preparing and managing transaction data in Finacle, ensuring accuracy and efficient transaction execution.