Sumaiya Banu

Associate Account Manager | MBA (Finance and Marketing)

Sumaiya provides support to our Account Manager team through the preparation of all compliance documentation and investment portfolio reporting.  She is responsible for conducting research on clients’ various financial products, preparing the foundations for the provision of our ongoing support and client review service.

Formal Qualifications

Sumaiya holds a Masters in Business Administration from Bangalore University.

She brings a dedication to the financial services profession and a focus on delivering timely and accurate reporting to the team.

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