Shehzan Pallacken Puthiyapura
MBA with 2 years in bankingI am a PGDM (marketing) and Economics graduate with 2 years’ experience in sales and customer service in banking and financial services. Through my two years of my professional career, I have demonstrated a keen ability to lead and influence internal and external stakeholders across the business with my communication and customer service skills. During the past two years, I have acquired substantial experience in various customer service-oriented positions. I have a firm grasp of banking procedures, in-depth awareness of current financial issues, a solid understanding of banking terminology. I have a thorough knowledge of trade products and procedures, and banking laws and policies. I also am highly skilled in data analysis, Microsoft Excel and other related applications.
Additionally, I have extensive internal and external communications abilities, a positive attitude and excellent problem-solving skills that would make me an asset to any organization.
Furthermore, my academic qualifications make me proficient in the field of finance and economics as well. I have a very strong quantitative, statistical, analytical, accounting, technical and problem-solving skills obtained from academic and internship experience relevant to the finance industry. My key accounting and financial competencies include, but are not limited to, maintaining and analyzing financial records, managing budgets, risk assessments and investment/credit analysis.
Proactive, innovative and extremely hardworking, I am seeking a challenging and rewarding opportunity where I can showcase and prove my abilities.
| Last Resume Update | April 29, 2019 |
| Address | Dubai, United Arab Emirates |
| shehzan.pp@gmail.com | |
| Phone Number | +971562649439 |
Experience
Relationship Officer
❖ Accountable for completing sales objectives and general quality of service with potential client in Corporate/SME/Wealth, cross-selling other retail banking products. ❖ 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 ❖ Liaise with the credit control department to ensure timely processing of all applications ❖ Attend to the customers walking into the branch and provide any banking service as required ❖ Assess local market conditions and identify current and prospective sales opportunities ❖ Preparation of monthly sales reports and presentation of the same
Senior Relationship Manager
❖ Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group. [Eg: Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management] ❖ Developed, recommended and implemented investment programs designed to achieve stated objectives including a selection of investment programs and products, and asset allocation strategies/portfolios and creation of transition plans ❖ To research, investigate and update clients on available investment opportunities / financial market trend to determine whether they fit into clients’ portfolios. ❖ To ensure and review all the KYC requirements for the customers and maintain detailed customer data ❖ Fostered business relationships and provided a significant increase in customer service, resulting in solidification of the client base and significant revenue expansion ❖ Generating new leads and convert existing leads into new revenue streams
Education
MBA
BA Economics