Suheila Keluskar Email & Phone Number

United Arab Emirates

Dubai, United Arab Emirates

The role allowed me to utilize all of my skills to increase the company business from the existing HNI clients and by assisting to bring new ones on board. There was a big opportunity to work and assist clients with various products which Amicorp had to offer from company setup (Freezone, Mainland, Overseas) to providing consulatancy on financial investments and asset management. I gained vast industry specific experience at the same time multitasking to work on and achieve expected deadlines and targets. Responsibilities:- Develop new & expand existing HNI Client relationships - Sourcing new customers through external individual efforts and acquisition channel- Ensuring high levels of client service orientation with proper structure management and application of UAE law & policy- Conduct regular security checks and maintenance issues throughout the day and report any issues- Co-ordinated accounts management for London, BVI, Singapore, Sri lanka, Hongkong, Seychelles, Mauritius & many more

Dubai, United Arab Emirates

The requirement in ADCB was to focus on HNI bank customers advising and assisting them with various financial products while consulting & co-ordinating to bring requests to closure.Responsibilities:- Manage new and exisiting bank HNI customers - Assist HNI clients with their private banking requirement and connect them with the right channel- Prioritize to resolve any issues and provide quick solutions- Keep record in an organized structured format and maintian governance in all matters of clients service requirements- Preparing MIS reports and submitting the same to senior level management

Dubai, United Arab Emirates

Started my career with a job opportunity in Dubai first which provided me exposure in terms of working with financial institution and bank & groomed me to work in a corporate enviroment. I initiated my work journey as a client servicing executive gaining experience in managing banks HNI customers with their asset management requirement.Responsibilities:- Co-ordinate with clients to undertand and fulfill their service and product requirement - Processing applications in to the CAS as per KYC.- Verification of Central Bank for each customers rating- Generating reports aligned with management requirement - Timely co-ordination and submission to bank senior management - Manage MIS reports and provide analytical outputs- Assist clients to provide a simplified understanding on the products and services- Managed internal activities & events