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MAHESH T, Relationship Manager

MAHESH T

Relationship Manager·Platinum Insuarnce Brokers

United Arab Emirates

Master's degree, Business Administration (MARKETING)

Work experience

Total years of experience: 19 years, 3 months

Relationship Manager

April 2019 - Present

Platinum Insuarnce Brokers

Dubai, United Arab Emirates

I found this job using Bayt.com

April 2019 - Present

Acquiring and building relationships with customers and investors in UAE.
Advise investors on Financial Planning which includes Wealth Management products such as Life Insurance, Mutual Funds, Structured Notes, Foreign Exchange deposits, leverage, Fixed Income Securities etc.
Advise Clients for their general insurance needs such as medical, motor, travel, property etc.
Acquire new customers per month from database calling, cross-selling, micro marketing initiatives and leads from advertising support.
Attend internal & external sales training sessions and company meetings.
Company industry:
Financial Services
Job role:
Sales

Relationship Manager

May 2017 - Present

Continental Financial Services

Dubai, United Arab Emirates

May 2017 - Present

Achieving revenue targets. Acquiring and building relationships with customers and investors in UAE.
Advise investors on Financial Planning which includes Wealth Management products such as Life Insurance, Mutual Funds, Structured Notes, Foreign Exchange deposits, leverage, Fixed Income Securities etc.
Acquire new customers per month from database calling, cross-selling, micro marketing initiatives and leads from advertising support.
Attend internal & external sales training sessions and company meetings.
Company industry:
Financial Services
Job role:
Sales

BRANCH MANAGER

November 2015 - January 2016

HDFC ASSET MANAGEMENT CO LTD

India

November 2015 - January 2016

Reporting to Regional Manager, Develop and fortify relationships with the assigned Distributors and Institutional clients in the region and contributing to growth in the business.

Analyzed market dynamics & demands, understanding market conditions & competitive position of market players by keeping abreast of market trends and competitor moves to achieve improved market share.

Conducted necessary training / knowledge transfer sessions for IFA’s ND and Banks to keep them updated on the market and product front.
Ensured timely and error free reports / analysis to assist the management to understand the pain areas and build processes & policies to enhance achievements.
Conducted meetings for setting up sales objectives and designing or streamlining processes to ensure smooth functioning of sales and operations.
Conducted Investors’ meet, Agents’ meeting and organizing participation in finance fairs etc.
Company industry:
Financial Services
Job role:
Management

BRANCH MANAGER

May 2013 - November 2015

RELIANCE CAPITAL ASSET MANAGEMENT CO LTD

India

May 2013 - November 2015

of Highlighted Projects.
Challenged to analyze market dynamics & demands, understanding market conditions & competitive position of market players by keeping abreast of market trends and competitor moves to achieve improved market share.
Conducted necessary training / knowledge transfer sessions for IFA’s ND and Banks to keep them updated on the market and product front.
Mitigated risk by process improvements & strictly enforcing Standard Operating Procedures (SOPs).
Built and maintained relationships with key Business partners and customers. Understood the unique dynamics of the Company, strategic and regional issues, and their needs to develop a support model that addresses it.
Proactively meet with key Corporate/HNI clients & prospects, analyzed their needs and provided them with reports and data elements on critical success factors, cost analysis, recommendations & generate high-value business from them.
Ensured implementation of operational strategies &coordinated efforts to integrate company services for client.
Monitored all aspects of team performance, including customer experience, work product quality, efficiency, and compliance with established company and regulatory guidelines.
Company industry:
Financial Services
Job role:
Management

DEPUTY MANAGER

November 2009 - November 2012

KOTAK ASSET MANAGEMENT CO LTD

India

November 2009 - November 2012

Recruited to management of and total accountability for a branch office in meeting administrative, compliance, operational, sales, and profitability objectives of the branch. Led and monitored performance of a team of 2-3 relationship executives engaged in field work. Managing the preparation of monthly and quarterly MIS reports, Sales Performance reports, etc. to assist top management in taking strategic decisions.
Participated in the establishment of Company goals and implementing procedures and performance standards to achieve Sales goals. Managed, coordinated, monitored and evaluated the activities of staff directly.
Conducted necessary training / knowledge transfer sessions for IFA’s ND and Banks to keep them updated on the market and product front.
Coordinated with IFA’s, Banks / ND Houses to devise strategies for augmenting sales and AUM for Kotak Mutual fund.
Developed the overall distribution network of Kotak Mutual Fund in the assigned region by coordinating, managing and monitoring the activities of different distribution channels together while ensuring optimal performance from individual channels.
Company industry:
Financial Services
Job role:
Management

BRANCH MANAGER

October 2008 - November 2009

RELIGARE COMMODITIES LTD

India

October 2008 - November 2009

• Responsible for Broking business in Equity, Commodity and Currency derivatives of the branch as per targets assigned.
• Communicate clearly and directly with employees concerning performance expectations, productivity and accountability.
• Recruit Dealers and Marketing Executives as per business plan.
• Responsibilities include interviewing, hiring and training employees, planning, assigning and directing work, appraising performance, rewarding and disciplining employees, addressing complaints and resolving problems.
• Strengthening relationship with existing clients and also to seek new referrals to improve overall sales.
• Maintain constant and effective contacts with team and Zonal-Manager to maximize overall business in accordance with company objectives.
Company industry:
Financial Services
Job role:
Management

EXECUTIVE

August 2005 - October 2008

KARVY STOCK BROKING LTD

India

August 2005 - October 2008

Marketing of Mutual Funds, Insurance Broking, Equity Broking, Commodity Broking, Portfolio Management services, Tax Planning, Analyzing product / market / risk appetite of the customers and recommending innovative solutions, Acquiring, growing and deepening HNI, Retail and Corporate relationships through effective relationship management.
Company industry:
Financial Services
Job role:
Sales

Education

Vishweshwaraih Technical University

May 2005

May 2005

Master's degree, Business Administration (MARKETING)

India

GPA (percentage): 68%

GPA (percentage): 68%

,

KARNATAKA UNIVERSITY DHARWAD, INDIA

May 2003

May 2003

Bachelor's degree, COMPUTER SCIENCES

India

Skills

Portfolio Management
Expert
Portfolio Management
Expert
Financial Planning
Expert
Financial Planning
Expert
Team Management
Expert
Team Management
Expert
Strategic Planning
Expert
Strategic Planning
Expert
Sales Management
Expert
Sales Management
Expert
ASSET MANAGEMENT
Expert
ASSET MANAGEMENT
Expert
COMMODITIES
Expert
COMMODITIES
Expert
COMPETITIVE
Expert
COMPETITIVE
Expert
COST ANALYSIS
Beginner
COST ANALYSIS
Beginner
CUSTOMER RELATIONS
Expert
CUSTOMER RELATIONS
Expert
MARKETING
Expert
MARKETING
Expert
QUALITY
Expert
QUALITY
Expert
RETAIL
Intermediate
RETAIL
Intermediate
STRATEGIC
Expert
STRATEGIC
Expert
UNIQUE
Intermediate
UNIQUE
Intermediate
Portfolio Management
Expert
Portfolio Management
Expert
Financial Planning
Expert
Financial Planning
Expert
Team Management
Expert
Team Management
Expert
Strategic Planning
Expert
Strategic Planning
Expert
Sales Management
Expert
Sales Management
Expert

Languages

English

Expert

Hindi

Expert