Shareen Devi
Training & Relationship Manager (Private Wealth) at Praemium
Based in Melbourne, Australia
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Seniority
Manager
Department
Other
Location
Melbourne
Industry
Financial Services
Company size
355
Contact information
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s•••••••@praemium.com
Phone
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Background
About Shareen Devi
An experienced relationship and financial product professional with more than 20 years of exposure in the financial services industry across multiple market segments. This includes a sound knowledge in Foreign Exchange, Wealth, Customer Success and Payments. Skilled in Relationship Management, Account Management, Customer Success, Business Development, Client Retention and Payment Solutions. Responsible for identifying and directing new business partnerships role. In-charge with the responsibility to tailor and manage the existing and new clients acquisitions and ensuring their needs and requirements are adhered to. Responsible for generating new business and building trust built relationships with existing and new clients. Client testimony: Known for being an extremely reliable, hardworking and organised individual who understands my client's requirements. Personal strengths- Strong Networking, Communication and Relationship Management focus - Broad knowledge of financial products (Foreign Exchange, Wealth and Investments)- Proven ability to think strategically and innovatively - Delivering on positive client outcomes and experiences
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