Associate Consultant
Gargash Insurance Services LLC
مجموع سنوات الخبرة :26 years, 3 أشهر
Offering need based financial planning solutions to Clients, provided by Offshore, Local and Takaful providers.
The key performance areas included:
Introduce the world of financial planning, SIP and its importance to Expats.
Conduct fact find meetings with clients to analyse their financial goals, time horizons, personal commitments and
risk tolerance and subsequently design financial plans to suit their interests and needs.
Educate clients on different investment options available in the market and discuss the pros and cons.
Work toward attaining client satisfaction by giving them excellent service.
Conduct networking and referral selling in order to bring in more business.
Liaison with service providers whenever needed.
Provide clients with updates, valuations and payment history from the providers.
Have successfully paid out life insurance claim to beneficiary.
Cross selling General Insurance (Medical and Motor) to clients and new accounts.
Attend seminars, trainings and events to maintain and develop and update knowledge and skills.
Sourcing and branding of corporate, promotional & conference gifts to the advertising and marketing industry
The key performance areas included:
Understanding brand requirements, event brief, and profile of gift receivers to help in suggestions.
Coordinate branding and execution of orders within the timelines.
Along with business activities of risk management, surveying and loss adjustment, Global Risk LLC provides solutions
and services for the construction sector which include:
Detecting & mapping underground utilities.
The key performance areas included:
Solutions sales of IDS Georadar System, Italy to Contractors and Subcontractors.
Marketing services of detecting & mapping underground utilities.
Office Automation Division
Sales Supervisor November 04 - May 08
Sales Executive August 97 - November 04
This Division handles the exclusive franchise in UAE of Sharp Brand for Office Automation products which include:
Digital Photocopiers & Solutions for Document Management.
Electronic Cash Registers.
Digital Duplicators.
Responsibilities included:
Direct sales of digital photocopiers, Document management solutions, Electronic cash registers and Digital duplicators.
Exceeded sales targets and client base increased annually.
Appoint and develop dealer network and re-export agents.
Conduct market survey, competitor’s product analysis.
CIFCO LTD., A Non-Banking Financial Company, belonging to the Murugappa Group, India, engaged in the following
activities like Resource Mobilization, Corporate Finance, Hire Purchase and Lease etc.
All the above-mentioned tasks were carried out independently.
Responsibilities included:
Mobilizing company deposits.
Exceeded deposits mobilization sales targets annually.
Appoint and develop network of brokers and agents.
Identify and meet high net worth depositors.
Performing various marketing activities and promotions.
Conduct market surveys.
Gather and analyse competitor’s information and activities.
CVIL, Part of the Global Textile Giant, Coats Viyella PLC, UK, with Brands like, Van Heusen, Louis Philippe, Allen Solly, etc. Based in Mumbai, was responsible for the area covering 3 states in the western region of India.
Responsibilities included:
Selling apparel fabrics to export houses, garment manufacturers, major textile dealers.
Appointed and developed dealers in the western and central region of India.
Coordinated with the mill for swatches, yardages, production and delivery as per clients design and specification.
Kalamazoo Division
Responsibilities included:
Selling business accounting solutions.
Studying and understanding the client’s requirements.
Designing solutions as per client’s specification.
Coordinated production and delivery from factory and warehouses.
courses: A+Certificate (Computer Hardware + Operating System) Syscoms Information Technology