Relationship Manager
UniTrust Insurance Brokers
Total years of experience :7 years, 5 Months
UniTrust Insurance Brokers, Dubai, UAE
Relationship Manager October 2011 - December 2012
➢ An expert in selling various types of insurance and investment plans to businesses; HNI's including cars, life, fire, property, medical and health insurance.
➢ Managed a team of 7 insurance agents and trained them with varied insurance products to ensure functional effectiveness.
➢ Responsible for hiring, training and evaluating the performance of insurance sales professionals
➢ Assisted the clients in creating, implementing and reviewing their long-term goals.
➢ Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.
➢ Increased referral business by 40%. Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.
➢ Conducted staff meetings and implemented insurance marketing strategies for the company's growth.
Significant Achievements
➢ Selected based on outstanding performance for AFP (Award in Financial Planning) formerly known as FAIQ (Financial Advisors International Qualification) by CII (Chartered Insurance Institute), UK and got certified.
Reason For Leaving
➢ Joined newly started family business back home
Vodafone, United Kingdom
Team Leader (Enterprise) February 2011 - 2011 June
➢ Started out as a business advisor and became #1 advisor in entire staff of 32 and with can do attitude thus promoted as a floor walker and eventually as a team leader in 18 month time.
➢ Managed the team of 8 advisors and volunteered when needed (which included taking escalated calls, call backs answering questions and helping the advisors find the solution), ensuring all sales and service objectives were met.
➢ Liaise with internal or external customers with requests for information or advice, and provide a high level of customer service when dealing with intermediaries and brokers.
➢ Co-ordinated the workflow allocated tasks and acted as the main point of contact for all team members.
➢ Identified opportunities to up-sell, organize and lead account reviews.
➢ Developed, lead, and direct trainings to all business advisors and performed audits, on job coaching, and gave regular feedback to individuals in one to one sessions and set measurable team targets.
➢ Successfully expand sales to existing customers through relationship-building and cross selling; demonstrate thorough knowledge of Vodafone products and industry competitors that gives credibility to product recommendations
➢ Managed leads and acquire several new enterprise client accounts.
➢ Kept regular track of competition activities and update product management team of competition initiatives.
➢ Also took additional responsibilities of assistant sales manager for 3 months due to lack of manpower. Lead additional team of pure sales division.
Significant Achievements
➢ In 12 months opened 56 new accounts and managed overall 349 accounts, which was nearly 250% of sales quota
➢ Consistently exceeded all the personal and team targets, and got several perks like team leader of the year whilst ensuring that the highest level of customer service is delivered.
Reason For Leaving
➢ Relocated to UAE
Vodafone, United Kingdom
Business Advisor January 2008 - 2008 October (Part time) & January 2009 - 2010 January (Full Time)
➢ Delivered world class customer service and build customer satisfaction and loyalty to Vodafone enterprise customers.
➢ Efficiently and effectively handling of all customer enquiries and complaints and fully compliance with company policies and procedures.
➢ Provided effective and timely resolution of a range of customer inquiries.
➢ Strive for one-call resolution of customer issues.
➢ Analysing and resolving accounts and billing problems
➢ Demonstrate best judgment in the disbursement of adjustments and credits.
➢ Strike a positive and cooperative tone with both customers and co-workers.
➢ Increase the customer experience by providing information on new products, rate plans, and services through up selling opportunities.
➢ Responsible for selling a range of discounts and services within customer service section.
Significant Achievements
o Met all target levels of KPI's whilst ensuring that the highest level of customer service is delivered.
➢ Exceeded sales of insurance and other premium services to existing customers.
➢ Top advisor in the team on a regular basis, won award for team performance and was promoted as a floor walker
Al Rostamani International Exchange, Dubai, UAE
Corporate Relationship Officer Febuary 2005 - Septemeber 2007
➢ Responsible for maintaining an extensive network of contacts, including Group companies, other SBUs and Key Business Introducers, driving proactive business development for new and existing customers.
➢ Personally also introduced several key accounts with existing priority customers to achieve increase in market share and revenues.
➢ Instrumental in identifying potential customers for corporate foreign transaction and renovate into profitable clients. Served as a key person to finalise the deals of various foreign exchange services for a commercial house, sale & purchase of foreign currencies, telex transfers, forward deals, etc.
➢ Played a key role in branding & strengthening the Al Rostamani Retail Division by sponsoring various community based programs and creating market awareness.
Significant Achievements
➢ Re-established successful account relationship in a territory that had been vacant for more than a year. Reactivated old accounts. Opened new market for Al-Rostamani.
Reason For Leaving
➢ Moved to UK to pursue Master of Business Administration program
University of Glamorgan, United Kingdom September 2007 - December 2008 Master of Business Administration (MBA) ➢ Modules Covered: Research Methods; Economies and markets; Strategic Planning; Strategy as Practice; Strategic Leadership; Supply Chain Management; and Business Financial Management. ➢ Dissertation: Significance of customer services of website in online transactions.
Isra University, Pakistan September 2001- December 2004 Bachelor of Information Technology ➢ Major - E-commerce; Marketing, Business Management; Databases; and Networking; Web Development. ➢ Final Project - Houseful.Com