SHIFA SAMEER SHAIKH
Dubai
Summary
Client-focused relationship manager with over 5 years of experience in wealth management, financial planning, and regulatory compliance. Demonstrated success in exceeding sales targets and enhancing customer retention through tailored financial solutions. Skilled in cross-selling, risk assessment, and managing high-value client portfolios. Aiming to leverage relationship-building and financial advisory skills in a growth-oriented organization.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Officer
Data Direct Group (Working for Emirates NBD)
11.2025 - Current
- Achieved service time and quality targets.
- Collaborated with team members to achieve target results.
- Engaged with customers to better understand needs and deliver excellent service.
- Built and maintained courteous and effective working relationships.
- Demonstrated consistent hard work and dedication to achieve results and improve operations.
Relationship Manager (Deputy Manager)
DCB Bank
08.2022 - 10.2025
- Built and maintained strong client relationships by understanding customer needs.
- Acquired and onboarded new customers through proactive sales referrals and cold leads, consistently meeting assigned business targets.
- Managed a diverse client portfolio across wealth management and financial planning solutions.
- Drove sales and business development initiatives, consistently achieving targets.
- Ensure compliance with regulatory guidelines, risk management procedures and KYC Norms.
- Strengthen client engagement, resulting in client retention and satisfaction.
- Handled VOC (Voice of Customer) escalations and customer support.
- Managed cancellations and improved retention strategies.
- Awarded Best Employee Performer (2021-22) for exceptional customer service.
Customer Care Executive
LG Company
06.2021 - 08.2022
- Addressed customer service enquires quickly and accurately.
- Assisted customers with product-related questions, feedback and complaints.
- Maximised customer satisfaction by resolving service issues promptly.
- Built rapport with customers through courteous and professional communications.
- Monitored customer satisfaction metrics, identifying trends and developing strategies to address areas of concern.
Education
MBA - Finance
DY Patil University
01.2024
B.Com -
University of Mumbai
01.2022
Skills
- Relationship management and client retention
- Wealth management and portfolio strategy
- Financial planning and risk assessment
- Regulatory compliance and risk oversight
- Sales and business development
- Microsoft Office Suite
Certification
- IRDA Certified, 2022
- MDRT Certified, 2025
Accomplishments
- MDRT Certified Member, Bangkok, 2025
- Star Performer - Insurance Sales, 2023-2025
- Best Employee Performer - VOC Dept, 2021-2022
- Best Employee Award, 2022
- Multiple Promotions during Tenure
- Achieved all GILI contests qualifications, 2025-11-01
Languages
Urdu (Native)
First Language
Gujarati
Proficient
C2
English
Proficient
C2
Hindi
Proficient
C2
Websites, Portfolios and Profiles
https://www.linkedin.com/in/shifa-shaikh-25a98a2a3
Custom Section
Y5924307, 2033-07-04
Timeline
Relationship Officer
Data Direct Group (Working for Emirates NBD)
11.2025 - Current
Relationship Manager (Deputy Manager)
DCB Bank
08.2022 - 10.2025
Customer Care Executive
LG Company
06.2021 - 08.2022
MBA - Finance
DY Patil University
B.Com -
University of Mumbai