Neha Luhana
Client Success & Operations Specialist
Dubai
Summary
Client-centric professional with 3+ years in financial services, specializing in operational relationship management, process optimization, and client advocacy. Proven ability to drive product adoption, resolve complex issues, and enhance client value through data-driven strategies. Seeking to leverage expertise in payment industry dynamics (VisaNet, Fintech trends) to ensure seamless post-sale success for Visa’s GCC clients.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
3
3
Languages
Work History
Client Success & Operations Specialist
Three UK
09.2023 - 06.2024
- Client Advocacy: Served as the primary point of contact for high-net-worth clients, reducing onboarding delays by 9% through proactive timeline tracking and stakeholder escalations.
- Product Adoption: Collaborated with RMs and compliance teams to streamline KYC processes, ensuring faster activation of client accounts and alignment with regulatory requirements.
- Process Optimization: Designed client-facing guidance materials to improve clarity on documentation requirements, reducing query resolution time by 15%.
Transaction & Client Support Associate
Etech Global services
10.2020 - 08.2022
- Operational Excellence: Maintained 100% accuracy in client databases by implementing quarterly reconciliations and deferred documentation tracking.
- Compliance & Reporting: Supported regulatory audits and remediation projects, ensuring adherence to AML and internal control standards.
- Stakeholder Engagement: Partnered with Business Managers to standardize processes, enhancing cross-team operational efficiency.
Education
Masters of Business Administration - Financial Services
University Of Hertfordshire
Hatfield, UK 09.2022 - 09.2023
Bachelors of business Administration - financial services
GLS university
06.2018 - 06.2021
Skills
Client Success & Value Realization
Tools and Industry Knowledge
- Tools: Microsoft Office (Advanced Excel, PowerPoint), CRM Systems
- Industry Knowledge: VisaNet processing, Fintech trends, GCC regulatory landscape
Timeline
Client Success & Operations Specialist
Three UK
09.2023 - 06.2024
Masters of Business Administration - Financial Services
University Of Hertfordshire
09.2022 - 09.2023
Transaction & Client Support Associate
Etech Global services
10.2020 - 08.2022
Bachelors of business Administration - financial services
GLS university
06.2018 - 06.2021
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