Syeda Shaheen Roohani

Business Development Executive

Delhi, India9 yrs 3 mos experience

Highly Stable

Key Highlights

9+ years in financial inclusion and client engagement
Awarded for excellent customer servicing and overachieving targets
Designed and led Group Insurance Channel initiative

Stackforce AI infers this person is a Fintech professional with expertise in client servicing and wealth management.

Contact

syeda.shaheen.roohani@gmail.com LinkedIn

Skills

Core Skills

Client ServicingWealth ManagementCustomer EngagementClient OnboardingCorporate CommunicationEvent Management

Other Skills

Banking RelationshipsFinancial ServicesQuality AuditingEmployee TrainingClient RelationsTime ManagementAdaptive LearningResearchForeign Exchange (FX) OptionsFinancial Transaction ProcessingAlternative InvestmentsRisk AssessmentKey Account ManagementCustomer Escalation ManagementEscalations Management

About

9+ years of diverse industry experience focused on financial inclusion, client engagement and operational excellence. ▪️Expertise in Client Servicing, Wealth Management, Risk assessment , Banking services, KYC, CDD & Client Onboarding and Corporate Communication ▪️Certification in Prevention of Cyber Crimes and Fraud Management (Financial Crimes) from Indian Institute of Banking and Finance▪️Certification in Data Visualization with Power BI (Online Crash Course from Great Learning)▪️Pursued MBA (Major in Marketing) and BA (Hons) Economics from Jamia Millia Islamia, New Delhi📍Key Career Highlights:1)Awarded as Key Contributor for excellent customer servicing2) Multiple awards for overachieving BAU targets at Mashreq and ICICI Bank3) Maximum SIP Login and Zero Day NFO contest winner-20194) Designed and spearheaded Group Insurance Channel of Zidane Investec Services5) Prepared Sales Tool Kit for WTC MSME Global Connect Program6) Hosted CCPIT Beijing (of BRICS Delegation) event in 20167) Hosted North India Townhall for ICICI Bank8) Designed logos, corporate brochures and collaterals☑️ Consistently striving to achieve my employer’s goals and building a positive brand that is a representative of the company's vision☑️ Balancing client expectations while adhering to compliance standards and ethics is what I believe in

Experience

9 yrs 3 mos

Total Experience

2 yrs 7 mos

Average Tenure

1 yr 4 mos

Current Experience

Mashreq

Senior VRM

Feb 2025 – Present · 1 yr 4 mos

>Optimizing the potential value of the tagged commercial client base with financial products
>Maximizing profitability from the Mashreq Plus base whilst countering competition from other providers offering alternative investments
>Ensuring compliance and ethical standards during AML investigations of global transactions
>Maintaining superior experience for clients including preempting issues and proactive servicing.

Banking RelationshipsFinancial ServicesClient ServicingWealth Management

Watermelon management services pvt. ltd.

Key Account Manager

Nov 2020 – Dec 2024 · 4 yrs 1 mo

>Client servicing for top revenue accounts of the company- client onboarding, renewals and maintenance of overall customer engagement and retention
>Handling escalation portal by resolving requests and queries and ensuring closure within TAT
>Data analysis and preparing confidential quarterly audit reports for key clients with due diligence and quality standards
>Overview company’s portfolio and wealth management by coordinating with banks, BSE, Karvy and CAMs
>Content management and Monitor brand consistency across marketing channels

Quality AuditingEmployee TrainingClient ServicingCustomer Engagement

Icici bank

Wealth Manager

Sep 2018 – Nov 2020 · 2 yrs 2 mos

>Managing end to end relationship of existing and new HNI clients
>KYC & Client onboarding new wealth segment clients via MDD, EDD
>Leveraging analyst skills to Cross-sell products and services as per their KYC, lifestyle, risk summary profiling and maintaining confidentiality
>Support and liaise closely with operations and communicating to management for banking KYC/Compliance/AML procedures and standards

Client RelationsTime ManagementWealth ManagementClient Onboarding

Wtc noida

2 roles

Assistant Manager- Trade Services

Aug 2016 – Dec 2017 · 1 yr 4 mos

>Worked in the Trade Services division of World Trade Center Noida to provide research, trade information across industry sectors, match-making services & organization of trade missions (inbound & outbound)/ business events
>Tie-Up with various export promotion councils and Empanelment Partners
>Designing all company presentations, sales pitch decks, newsletters, brochures and official proposals
> Hosting trade events and managing corporate communications

Adaptive LearningClient RelationsCorporate CommunicationEvent Management