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Shifa Shaikh, Relationship Officer

Shifa Shaikh

Relationship Officer·Data Direct Group (Working for Emirates NBD)

United Arab Emirates

Master's degree, Finance

Work experience

Total years of experience: 5 years, 5 months

Relationship Officer

November 2025 - Present

Data Direct Group (Working for Emirates NBD)

Dubai, United Arab Emirates Remote

November 2025 - Present

• Consistently surpassed service time and quality benchmarks in a dynamic banking environment, demonstrating adaptability and efficiency.
• Collaborated with cross-functional teams to enhance operational performance and align with strategic objectives.
• Actively engaged with clients to evaluate their financial needs, delivering customized solutions and outstanding service.
• Developed and nurtured robust professional relationships with clients and colleagues, fostering collaboration and trust.
• Demonstrated a strong commitment to excellence and diligence in all aspects of banking operations.

Company industry:
Banking

Relationship Manager (Deputy Manager)

January 2022 - October 2025

DCB Bank

Thane, India Remote

January 2022 - October 2025

• Developed and nurtured strong client relationships by gaining in-depth insights into banking needs and preferences.
• Effectively acquired and onboarded new banking clients through targeted outreach and strategic referrals, consistently surpassing performance metrics.
• Oversaw a diverse client portfolio in banking services, providing customized financial solutions to align with individual client objectives.
• Spearheaded sales and business development efforts in the banking sector, achieving and exceeding sales goals through innovative strategies.
• Enhanced client satisfaction and retention by delivering exceptional service and support tailored to banking products and services.

Company industry:
Banking

Customer Care Executive

January 2021 - January 2022

LG Company

Navi Mumbai, India Remote

January 2021 - January 2022

• Delivered prompt and precise responses to banking inquiries, ensuring an exceptional customer experience.
• Guided clients through financial product inquiries, addressing feedback and complaints to build trust and loyalty.
• Boosted customer satisfaction by effectively resolving banking service issues, enhancing the overall brand reputation.
• Cultivated strong client relationships through professional, empathetic communication, leading to increased customer retention.
• Leveraged customer feedback and satisfaction metrics to identify improvement areas, driving continuous service enhancement.

Company industry:
Other Business Support Services

Education

DY Patil University

January 2024

January 2024

Master's degree, Finance

India

University of Mumbai

January 2022

January 2022

Bachelor's degree, Accounting

India

Skills

CROSS SELLING
Expert
CROSS SELLING
Expert
CUSTOMER RETENTION
Expert
CUSTOMER RETENTION
Expert
FINANCIAL PLANNING
Intermediate
FINANCIAL PLANNING
Intermediate
FINANCIAL SERVICES
Intermediate
FINANCIAL SERVICES
Intermediate
INVESTMENT MANAGEMENT
Expert
INVESTMENT MANAGEMENT
Expert
REGULATORY COMPLIANCE
Intermediate
REGULATORY COMPLIANCE
Intermediate
RELATIONSHIP BUILDING
Expert
RELATIONSHIP BUILDING
Expert
RISK ANALYSIS
Expert
RISK ANALYSIS
Expert
SALES
Expert
SALES
Expert
WEALTH MANAGEMENT
Expert
WEALTH MANAGEMENT
Expert

Languages

Urdu
Native Speaker
English
Expert
Hindi
Expert
Gujarati
Expert

Training and Certifications

Certifications
MDRT Certified
IRDA Certified

Hobbies

  • Traveling
  • Networking
  • Hiking