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شكراً لك، تم إرسال بلاغك وسيتم مراجعته قريباً.
ماهيش T, Relationship Manager

ماهيش T

Relationship Manager·Platinum Insuarnce Brokers

الإمارات العربية المتحدة

ماجستير, Business Administration (MARKETING)

الخبرة العملية

مجموع سنوات الخبرة: 19 سنوات, 3 أشهر

Relationship Manager

أبريل 2019 - حتى الآن

Platinum Insuarnce Brokers

دبي، الإمارات العربية المتحدة

وجدت هذه الوظيفة عبر بيت.كوم

أبريل 2019 - حتى الآن

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.
مجال الشركة:
الخدمات المالية
الدور الوظيفي:
المبيعات

Relationship Manager

مايو 2017 - حتى الآن

Continental Financial Services

دبي، الإمارات العربية المتحدة

مايو 2017 - حتى الآن

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.
مجال الشركة:
الخدمات المالية
الدور الوظيفي:
المبيعات

BRANCH MANAGER

نوفمبر 2015 - يناير 2016

HDFC ASSET MANAGEMENT CO LTD

الهند

نوفمبر 2015 - يناير 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.
مجال الشركة:
الخدمات المالية
الدور الوظيفي:
الإدارة

BRANCH MANAGER

مايو 2013 - نوفمبر 2015

RELIANCE CAPITAL ASSET MANAGEMENT CO LTD

الهند

مايو 2013 - نوفمبر 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.
مجال الشركة:
الخدمات المالية
الدور الوظيفي:
الإدارة

DEPUTY MANAGER

نوفمبر 2009 - نوفمبر 2012

KOTAK ASSET MANAGEMENT CO LTD

الهند

نوفمبر 2009 - نوفمبر 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.
مجال الشركة:
الخدمات المالية
الدور الوظيفي:
الإدارة

BRANCH MANAGER

أكتوبر 2008 - نوفمبر 2009

RELIGARE COMMODITIES LTD

الهند

أكتوبر 2008 - نوفمبر 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.
مجال الشركة:
الخدمات المالية
الدور الوظيفي:
الإدارة

EXECUTIVE

أغسطس 2005 - أكتوبر 2008

KARVY STOCK BROKING LTD

الهند

أغسطس 2005 - أكتوبر 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.
مجال الشركة:
الخدمات المالية
الدور الوظيفي:
المبيعات

التعليم

Vishweshwaraih Technical University

مايو 2005

مايو 2005

ماجستير، Business Administration (MARKETING)

الهند

المعدل التراكمي (نسبة مئوية): 68%

المعدل التراكمي (نسبة مئوية): 68%

,

KARNATAKA UNIVERSITY DHARWAD, INDIA

مايو 2003

مايو 2003

بكالوريوس، COMPUTER SCIENCES

الهند

Skills

Portfolio Management

Expert

Financial Planning

Expert

Team Management

Expert

Strategic Planning

Expert

Sales Management

Expert

ASSET MANAGEMENT

Expert

COMMODITIES

Expert

COMPETITIVE

Expert

COST ANALYSIS

Beginner

CUSTOMER RELATIONS

Expert

MARKETING

Expert

QUALITY

Expert

RETAIL

Intermediate

STRATEGIC

Expert

UNIQUE

Intermediate

Portfolio Management

Expert

Financial Planning

Expert

Team Management

Expert

Strategic Planning

Expert

Sales Management

Expert

اللغات

الانجليزية

متمرّس

الهندية

متمرّس