Shehzan Pallacken Puthiyapura
Banker
Dubai
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
Master 01 March 2016
MBA (Finance and Marketing)