Banking Consultant | Corporate & Personal Banking Specialist
Master’s in Economics with 6 years of administrative experience. Skilled in corporate and personal banking, account openings (digital & manual), closures, and compliance. Strong administrative skills in documentation, client coordination, correspondence drafting, and process management, ensuring smooth banking operations.
Overview
7
7
years of professional experience
4
4
Languages
Work History
Banking Executive
My Business Consulting DMCC
08.2023 - Current
Bank Suitability Assessment – Conduct preliminary evaluations to match clients with the most suitable banks based on their profiles.
Corporate Bank Account Opening – Assist clients in opening corporate bank accounts through digital and manual processes.
Account Closure Management – Handle the closure of corporate and personal bank accounts as needed.
Personal & Non-Resident Accounts – Facilitate the opening of personal salary accounts, priority accounts, and non-resident personal accounts.
Account Amendments & KYC Updates – Assist in account modifications and ensure timely completion of annual KYC updates.
Official Documentation – Draft official letters and documents required for banking transactions.
Compliance & Regulatory Guidance – Guide clients through compliance requirements for smooth account processing.
Social Media Advertising – Manage and promote banking services through social media platforms to enhance client engagement and outreach.
Banking Consultation – Provide expert advice on banking solutions tailored to client needs.
Administrator
Promise Land Properties
01.2019 - 01.2023
Office Administration & Communication – Managed multi-line phone system, routed calls, greeted visitors, and coordinated communications.
Document & Record Management – Organized, finalized, scanned, printed, and maintained electronic and paper filing systems for efficient retrieval.
Scheduling & Coordination – Scheduled meetings, client appointments, and handled administrative functions like registration and financial processing.
Social Media & Reporting – Managed social media marketing, updated spreadsheets, tracked sales data, and provided reports to the Managing Director.
Administrator
Tohama Tourism
12.2017 - 12.2019
Company Overview: Business Setup company based in Dubai, UAE
Administrative Support – Managed office operations, scheduling, and correspondence to ensure smooth workflow.
Document Management – Handled filing, record-keeping, and preparing official business documents.
Client Coordination – Assisted clients with inquiries, appointments, and service-related processes.
Compliance & Reporting – Ensured adherence to company policies and assist in preparing reports.
Bank Account opening - Assist clients in opening corporate bank accounts through digital and manual processes.
Education
BACHELORS DGREE - Statistics & Psychology
01.2013 - 1 2015
Master's Degree - Economics
01.2019 - 1 2022
Skills
Corporate & Personal Bank Account Opening
Disclaimer
I hereby declare that all statements given by me are true up to best of my knowledge and belief.
Timeline
Banking Executive
My Business Consulting DMCC
08.2023 - Current
Administrator
Promise Land Properties
01.2019 - 01.2023
Master's Degree - Economics
01.2019 - 1 2022
Administrator
Tohama Tourism
12.2017 - 12.2019
BACHELORS DGREE - Statistics & Psychology
01.2013 - 1 2015
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