يعقوب جورج, Authorised Consultant

يعقوب جورج

Authorised Consultant

Nexus Insurance Brokers

البلد
الإمارات العربية المتحدة - دبي
التعليم
ماجستير, MBA Marketing
الخبرات
24 years, 0 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :24 years, 0 أشهر

Authorised Consultant في Nexus Insurance Brokers
  • الإمارات العربية المتحدة - دبي
  • أشغل هذه الوظيفة منذ فبراير 2012

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

Associate Vice President في Motilal Oswal Securities Ltd
  • الهند
  • يناير 2011 إلى يناير 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 في India Infoline Ltd
  • الهند
  • مايو 2010 إلى ديسمبر 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 في Exide Life Insurance (Formerly ING Life)
  • الهند
  • يناير 2009 إلى مايو 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 في ICICI Securities Ltd
  • الهند
  • أكتوبر 2005 إلى نوفمبر 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 في Alfoadia General Trading
  • المملكة العربية السعودية - الدمام
  • أبريل 2000 إلى سبتمبر 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.

الخلفية التعليمية

ماجستير, MBA Marketing
  • في St. Joseph's College of Engineering
  • أبريل 2000

Specialties & Skills

Strategic Financial Planning
Insurance
Compliance

اللغات

الانجليزية
متمرّس
الهندية
متمرّس
العربية
مبتدئ
الملايام
متمرّس

التدريب و الشهادات

Award In Investment Planning (AWP) (الشهادة)
تاريخ الدورة:
May 2015
Award in Financial Planning (AWF) (الشهادة)
تاريخ الدورة:
May 2014