Authorized Consultant
Nexus Insurance Brokers LLC
Total years of experience :39 years, 8 Months
Nexus Insurance Brokers LLC is the largest award-winning Financial Advisor in the GCC region, offering a composite suite of insurance, savings and investment products to both corporate and individual clients from a range of international and domestic product providers.
•Built up a portfolio of $280K assets under management through a mix of acquired and new clientele within the first four months of joining.
Standard Chartered PLC is a British multinational banking and financial services company headquartered in London, England. It operates a network of more than 1, 200 branches and outlets across more than 70 countries and employs around 87, 000 people. In the UAE, Standard Chartered maintains a total of 8 branches in the emirates of Abu Dhabi, Dubai and Sharjah.
•Most notable achievement of revenue generation of $265 K in the first quarter of commencing Premium Relationship segment, which I led - Conducted investment portfolio reviews and asset allocation analyses of Premium Client Relationships - Meeting goals of personal and business customers by providing financial analysis-based advice by offering a full range of banking products and solutions - Client profiling and robust KYC development for both new and existing clients - Maintain high levels of client services and satisfaction, managing exceptional customer queries and complaints
achieved Branch Sales and Revenue target of $64, 000 per month with a sales team of 8 Personal Financial Consultants - New Client and Payroll Acquisition, onboarding, relationship management, KYC, Compliance matters and identifying cross-selling opportunities - Verifying and validating documentation pertaining to account opening, sales application - Working with processing and operations teams for quick and efficient turnaround of customer applications - Developing and implementing branch sales strategies, coaching sales team and making high level visits to existing large corporate clients for building relationships and scouting new business opportunities - Training and updating Sales Team in changes to existing products, policies and governance oversight in new and existing business sourcing
cleared five instances of Internal and External audits on branch operations during my tenure in this position. Managed Cash Operations, Branch Banking - Client Onboarding, Transaction, Sanctions and Compliance related monitoring - Reporting of Suspicious Activities, Transaction Monitoring and Reporting; Sundry and Suspense Account Reconciliations, Branch Due Diligence, Fraud Detection, Analysis and Operational Risk Management activities, Remediation of Exceptions - Branch Process Development, Re-engineering, Improvisation and Integration - Fraud and Ops Loss Controls and Training and Support to Branch activities
a total of 15 large Corporate and Financial Institutions under my portfolio of key relationships and maintained top sales position for two out of three years by winning brand loyalty and maintaining high levels of product satisfaction among existing users. I have secured several awards and recognition for outstanding contributions in Sales and won several national level sales competitions conducted each year during my tenure with the organization.
Examinations of the Institute of Cost and Works Accountants of India