Keenan Moonsamy

- Spearheaded end-to-end growth campaigns across SME and Business Banking segments, covering customer
acquisition, automated onboarding, lending applications (business loans, credit cards, and bank guarantees),
international payment revenue, and balance sheet growth.
- Delivered a 26% year-on-year increase in new SME customer acquisitions in 2025, leading the full 30-day
onboarding automation journey to reduce friction and improve activation rates.
- Contributed 24% of total SME credit card adoption through targeted cross-sell and product adoption campaigns,
and drove AED 1.5 billion in international payment revenue.
- Grew the SME balance sheet portfolio by 30% and exceeded annual revenue targets by 140% through data-driven
campaign optimisation and commercially focused segment strategies.
- Ensured full UAE Central Bank (CBUAE) regulatory compliance, including design and implementation of dormancy
policies, formal process documentation, and regulatory reporting.
- Led weekly Executive Committee (ExCo) reviews, presenting strategic portfolio performance insights and progress
on revenue-driving initiatives to C-suite stakeholders.
- Managed strategic partnerships end-to-end, spanning event planning, acquisition integration, cross-promotional
initiatives, and ongoing senior stakeholder management.
- Coordinated cross-functional teams across Legal, Data, Marketing, and Executive Leadership to deliver strategic
initiatives compliantly and on schedule.

- Engineered a proactive, data-led retention strategy using predictive churn modelling, achieving a measurable 5%
reduction in attrition across high-risk customer cohorts.
- Designed and implemented churn segmentation models using behavioural and transactional data, increasing re
engagement campaign efficiency by 31%.
- Developed product bundling propositions to increase customer stickiness, contributing to a 14% increase in the
average product-per-client ratio across targeted segments.
- Streamlined lifecycle touchpoints through CRM workflow automation, improving contact cadence efficiency by
23% and enabling personalised outreach at scale.
- Built executive churn dashboards and weekly reporting using Power BI, delivering actionable insights for senior
leadership decision-making.
- Championed internal training workshops on churn mitigation, improving front-line response quality and
consistency across advisory teams.

• Engineered proactive retention strategy using predictive modelling, achieving a 5% decline in attrition across high-risk
cohorts.
• Assisted in constructing churn segmentation models with behavioral data, increasing re-engagement efficiency by 31%.
• Facilitated strategic initiatives with marketing and customer service, aligning recovery outreach with customer experience
optimization goals.
• Developed and launched product bundling tactics to boost customer stickiness contributing to a 14% increase in product
per-client ratio.
• Streamlined lifecycle touchpoints through CRM workflows, improving contact cadence efficiency by 23%.
• Consolidated reporting insights and churn dashboards using Power BI for weekly executive reviews.
• Championed internal training workshops on churn mitigation, elevating front-line response consistency.

- Designed omnichannel acquisition campaigns (SMS, email, mobile, and branch) for new-to-bank customers,
achieving a 15% uplift in campaign conversion rates.
- Managed end-to-end execution of national product launch campaigns, delivering an 11% rise in customer
acquisition within the first three months of deployment.
- Integrated audience segmentation and propensity scoring to improve targeting precision, increasing campaign ROI
by 28% across active product categories.
- Ensured all campaign communications were aligned with regulatory frameworks, achieving full compliance across
internal audit assessments.

• Devised omnichannel marketing strategies across SMS, email, mobile and branch, resulting in a 15% increase in campaign
conversion.
• Managed end-to-end execution of national product rollouts, achieving a 11% rise in customer acquisition within 3 months.
• Integrated audience segmentation with propensity scoring to refine targeting, boosting campaign ROI by 28%.
• Aligned campaign communications with regulatory frameworks, ensuring full compliance and internal audit pass rates.

- Managed fulfilment operations for 500+ monthly personal and business banking account and credit applications,
consistently meeting SLA targets.
- Implemented centralised document validation protocols that reduced KYC discrepancies by approximately one
third, materially improving data quality.
- Monitored compliance and SLA metrics through Salesforce CRM, maintaining regulatory-aligned operations with
near-zero error rates.
- Led risk flag identification and escalation processes aligned with AML and FATCA standards.

• Directed fulfilment operations for 500+ monthly account applications across personal and business banking lines.
• Introduced centralized document validation protocols, reducing KYC exception rates by 29%.
• Reengineered client verification workflows, slashing application cycle time from 5 days to 2 days.
• Monitored compliance metrics and SLA adherence using Salesforce, achieving 98% accuracy.
• Led risk flag identification and escalation processes aligned with AML and FATCA standards.
• Collaborated with onboarding product leads to automate key customer journeys, improving SLA fulfilment.

- Managed and advised a portfolio of 1, 500+ high-net-worth clients with tailored lending, investment, and wealth
management solutions.
- Generated a 21% uplift in portfolio profitability through proactive lending strategy reviews, product realignment,
and structured cross-sell initiatives.
- Conducted comprehensive client relationship reviews to identify cross-sell opportunities and strengthen long-term
client loyalty.

• Managed and advised a portfolio of 1500+ high-net-worth clients with tailored lending and investment solutions.
• Generated a 21% uplift in portfolio profitability through proactive lending strategy and product realignment.
• Delivered client relationship reviews, uncovering cross-sell opportunities and wealth growth potential.
• Orchestrated bespoke financial plans aligned with life stage needs and investment objectives.

- Produced portfolio analytics reports identifying asset allocation gaps, enabling targeted upselling and increasing
cross-sell ratios by 28% across investment products and structured lending.
- Assisted in structuring bespoke lending packages totalling ZAR 160 million in collaboration with Credit, Legal, and
Compliance teams.
- Created personalised investment performance summaries for quarterly client reviews, enhancing transparency,
engagement, and portfolio rebalancing efficiency.
- Maintained end-to-end documentation for risk, onboarding, and regulatory reporting, ensuring 100% compliance
with FAIS regulatory standards.

- Engaged 100+ private banking clients daily, delivering end-to-end onboarding, personalised product
demonstrations, and financial advisory across wealth management, savings, and credit solutions.

• Engaged 100+ private banking clients, delivering tailored onboarding, product demonstrations and financial consultations
across wealth, savings and credit solutions.
• Proposed two process improvement solutions to optimize customer journey and onboarding TAT, reducing client wait times
by 22%.

- Closed 14+ B2B contracts in IT hardware, software, and infrastructure using consultative selling, securing a major
government account and contributing an 8% quarterly revenue uplift.