Shehzan Pallacken Puthiyapura

Banker
Dubai


Profile Views 343

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Skills
Financial Analysis Customer Service Banking Microsoft Excel Communication Accounting Sales Sales Coordination credit analysis Risk Analysis Data Analysis Numerical Relationship Management Wealth Management MS PowerPoint
  • Experience
    2 Years
  • U.A.E Experience
    --
  • Industry
    Banking & Finance
  • Nationality
    Indian
  • Visa status
    Visit Visa in UAE
  • Qualification
    Master - MBA (Finance and Marketing)
  • Driving License: No
Other Matching Titles/Position
Industry Titles
Banking & Finance

Summary of Career

1. MBA Graduate


2. ! year ICICI Securities as Senior Relationship Manager


3. 1 year Citibank Dubai as Branch Relationship Officer


4. Liaise with the credit control department to ensure timely processing of all applications


5. Conduct credit due diligence, financial analysis, risk evaluation and prepare credit proposals - Performed financial and industry analyses and prepared supporting documentation for client credit approval


6. To ensure and review all the KYC requirements for the customers and maintain detailed customer data


7. To research, investigate and update clients on available investment opportunities / financial market trend to determine whether they fit into clients’ portfolios.


8. Accountable for completing sales objectives and general quality of service


9. Oversaw daily operation of branch to ensure standard operation procedures were followed while opening and closing the branch


10. Developed, recommended and implemented investment programs designed to achieve stated objectives


Work Experience (Employment History)
Academic Qualification

Master 01 March 2016

MBA (Finance and Marketing)
Certifications
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