Pooja Tripathi

At Flyingcolour Accounting and Tax Consultancy in Dubai, I turn prospective-client pipelines into signed VAT, Corporate Tax and AML advisory engagements. I guide business owners through compliance needs, proposals, service agreements, KYC collection and onboarding while supporting renewals, referrals and cross-sell growth.

Previously, at IDFC First Bank, I grew and retained HNI/UHNI wealth portfolios through financial needs analysis, risk profiling and personalized banking, investment, insurance and lending solutions. I consistently exceeded cross-sell and AUM growth targets while maintaining strong regulatory, KYC and audit standards.

My earlier work at Radius Global Solutions and Altisource Business Solutions combined customer-focused negotiation with disciplined collections and loss mitigation. I achieved recovery targets on delinquent American Express accounts and helped avert foreclosure on more than 20% of assigned mortgage accounts through structured resolutions.