Jacob George, Authorised Consultant

Jacob George

Authorised Consultant

Nexus Insurance Brokers

Location
United Arab Emirates - Dubai
Education
Master's degree, MBA Marketing
Experience
24 years, 0 Months

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Work Experience

Total years of experience :24 years, 0 Months

Authorised Consultant at Nexus Insurance Brokers
  • United Arab Emirates - Dubai
  • My current job since February 2012

Personal Financial Planning
Life Insurance
General Insurance
Offshore Investment Advisory Services
Client Servicing

Associate Vice President at Motilal Oswal Securities Ltd
  • India
  • January 2011 to January 2012

Franchisee Acquisition (Sub-broker Acquisition)
Business Development
Revenue Generation from Equities, Derivatives & Commodities
Distribution-Mutual Funds, IPOs and Portfolio Management Schemes

Associate Vice President at India Infoline Ltd
  • India
  • May 2010 to December 2010

Online and Offline Broking
Wealth Management Advisory to High Net worth Clients
Revenue Generation
Insurance Broking
Mutual Fund Distribution
Operations and Customer Support

Branch Head at Exide Life Insurance (Formerly ING Life)
  • India
  • January 2009 to May 2010

Profit Centre Head
Driving Sales Managers Team of 12 having 250+ Financial Advisors
Recruitment, Induction, Development and Retention of Sales Managers & Advisors
Training for Sales Managers and Financial Advisors
Branch Administration

Area Manager at ICICI Securities Ltd
  • India
  • October 2005 to November 2008

Channel Sales (New Sub-broker Acquisition)
Revenue Generation from Channel Partners through Equity, Derivatives, Mutual Funds etc.
New client acquisition through sub-brokers
Cross selling Wealth Management products to existing clients
Training for new sub-brokers on Trading Platform and NCFM Exams
Assuring Regulatory framework and compliance

Sales Manager at Alfoadia General Trading
  • Saudi Arabia - Dammam
  • April 2000 to September 2005

Sales of all kinds of work wears to industries, hospitals and hotels
Sales of personal protective equipment to industries
Supply linens to hotels and hospitals in K.S.A.

Education

Master's degree, MBA Marketing
  • at St. Joseph's College of Engineering
  • April 2000

Specialties & Skills

Strategic Financial Planning
Insurance
Compliance

Languages

English
Expert
Hindi
Expert
Arabic
Beginner
Malayalam
Expert

Training and Certifications

Award In Investment Planning (AWP) (Certificate)
Date Attended:
May 2015
Award in Financial Planning (AWF) (Certificate)
Date Attended:
May 2014