Relationship Manager
Continental Insurance Brokers, Continental Group
Total years of experience :5 years, 5 Months
Prepare a database of potential clients to sell Insurance, Investment and Will Making services
Conduct Fact Finds for clients, analyze their Financial circumstances to assist them with Life Insurance, Retirement
& Education Planning
Find out requirements for individuals and companies so as to provide plans best suited for them
Utilise “FAIT” software in researching insurance providers
Provide quotes for different insurance services such as Cars, Travel, Individual & Group Medical, Home Insurance
& Contents
Offer Will Making services to individuals so that their assets are distributed as per their choice
Review existing clients’ portfolios and analyse to clients changing financial circumstances
Provide clients with information on new and existing financial products and services
Contacting clients with news of new financial products or changes to legislation that may affect their savings and
investments
Research for potential new industry verticals to expand customer base and diversify in lucrative markets
Communicate with potential new customers, and providing management with qualified leads
Tracked metal markets for volatility for management to evaluate buy / sell timing
Acquire, maintain and develop effective relationships with Premier clients to ensure high and superior customer
service standards
Review portfolios regularly to ensure achievement of customer and business objectives
Complete financial reviews to establish and address the customers immediate and future financial goals
Proficient in tools such as SFP (Strategic Financial Planning) and RMP (Relationship Management Platform)
ensuring all client information is complete and up to date
Responsible for achieving Financial plans and Wealth solutions aiming to maximize growth in clients’ portfolios
Competent knowledge of Zurich and HSBC products
Actively managing an AUM (asset under management) portfolio worth around USD 30 million - for 250 clients
Responsible for providing clients with wealth solutions that match their financial needs and objectives using
‘Needs Base Analysis’
Providing clients with regular updates pertaining to their investment portfolio and the global market outlook
Responsible for developing potential business contacts, building up a strong network of clients, generating leads for
possible sales, follow-up sales activity
Assessing client needs in terms of manpower requirements
Sourcing manpower requirements through various portals, some of which are “monster.com”, “naukri.com” and
similar portals drawing specifications in order to procure the exact candidate match required for the job
Managed all stages of recruitment process, from candidate assessment, liaising between employer and potential
candidates to final candidate placement and communications
Proactively analyzed economic trends and government policies to ascertain potential sectors for job growth and
effectively diverting marketing attention to those industries
Responsible for handling HNI (High Network Individuals) portfolios, handling a total portfolio size of Rs. 400 crores
(Rs. 4 billion)
Generating new and repeat business to increase assets under management - effectively marketing financial
products and services utilizing an outgoing and client friendly personality and creative skills
Actively participate in market calls to discuss global and domestic market conditions and opportunities
Research and recommend different mutual funds schemes, bonds and fixed deposits appropriate for clients. This
enables them in selecting appropriate financial instruments based on their risk appetite and current market
conditions
Prepare investment plans and effective presentations, showcasing individualized strategically diversified investment
portfolios, with expected optimum returns
Establishing relationships with various asset management companies, in order to evaluate and diversify existing and
new scheme offerings
Providing real estate advisory, recommending buying / leasing prime properties to prospects within their budget
Responsible for executing equity and cash transactions for NRIs and domestic clients
Update and assess clients weekly reports, monthly valuation and transaction reports
Analyze current market conditions and provide recommendations to clients
Present “MMM” (monthly management meet) reports to senior management at the end of each month. These
MMM reports show the progress of NRI services and the results are compared to targets set by top management.
Seeking merchant acquisition by successfully marketing and expanding AIESEC’s ‘Global Internship Program’ through
online research, prospective cold / warm calling and providing presentations to clients within the business
community
Assisting in the development of training material and facilitating marketing training sessions at York University.
Instrumental in raising 4 Internship positions for Hatch Association from Brazil, that resulted in AIESEC York receiving
AIESEC Canada’s marketing team of the year
prominent departments of the card center branch: card production, merchants and
chargeback unit
Managed relationship and dispute resolution pertaining to commercial clients and high net worth individuals
Worked alongside account managers and assisted in bank reconciliation
Gained deep understanding of credit card legalities approval process and production
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