Financial Advisor
Freelancing
Total years of experience :23 years, 7 Months
Here I used to do financial consultation for stock shares and equity trading also insurance products for life insurance and general insurance.
It's freelance advisory to the interested people and I work on margin.
Liabilities management of Existing & New relationship of HNWI and influence with new product.
• Managing UHNI and HNI clients total of AED 250mn+ portfolio.
• Promote a full array of deposits product linked with Market, SME accounts, NRE Deposit and
Wealth Managements Product, structured Bond, Insurance Product.
• Managing and supporting the team with product information documentation market update & sales technique.
• Maintaining healthy and supportive relationships with Senior & Junior colleagues.
Managed Existing & New relationship of HNWI and influence, managing a portfolio of AED 320Mn.
• Managed approximately 25 HNI clients and total of 95 client.
• Promote a full array of Fixed deposits, SME accounts, NRE FD, Wealth Managements Product.
• Achieved yearly target in 2016 by 240%.
Managing Sales team of two branches for Bangalore Region, and archiving the monthly target in CASA and liabilities.
• Handling with multiple Banking products in Retail Liabilities and Investment portfolio.
• Worked closely with all product development departments.
• Employee banking product to many big companies with relationship of employee account, credit card and loan.
Acquisition of HNI customer & managing existing relationship of the Bank customer.
• Maintaining HNI customer Relationship with enhancing there portfolio.
• Relationship aquisition and Investment adviser.
• Managing cash transaction as a teller.
• Branch operation from handling locker to the key management.
• Responsible as acting Branch Manager in absent of Branch Manager.
• Managing Team of sales and Branch employee when required.
Handling two branches of Bank for generating revenue selling investments products to HNI clients.
• Managing Life insurance branch banking, & proved myself by giving 41 no of policies in a
month and got promoted as a for Life Insurance Sales Manager .
• Generated good revenue for the branch & felicitated with certificate from ZH on Life Insurance.
Managing the total monthly production six factories with the help of CAD-CAM.
• Understanding the requirement of the Buyer, complete constructing & designing with CAD software.
• Maintained necessary level of communications for achieving company goals by supporting production workers.
This was my first Job, Joined the apparels machinery group as the Sales Executive.
• To aquire new client in apparels industries and giving the concept for getting better machinery to improve quality and time.
• Aquired vast knowledge on machinery brand like Brother, Juli, Macpi, Durkopedler, Typical.and many more, which were sold to many Garment industry.
In short span of time, became the sales Manager for automation machinery for garments industry.
• Sales of High Tech Sewing machine, from various
countries to Indian garments market.
• Attending Expo in many Cities in India and
promoted many machinery for Garments
industry.
After two years, promoted as Sales and Marketing Manager for India in CAD/ CAM division.
•Was responsible for Sales Marketing and After
Sales service for all CAD & CAM machine from
Spain, Madrid.
• Achieved many big deal in garments industries in Bangalore Chennai and Delhi.
courses: •NSDL (National Securities Depository Limited) Certified • Diploma In Microsoft office