Financial Consultant (Sales)
Nexus Insurance Brokers LLC
Total years of experience :2 years, 2 Months
• Earned the designation of "Financial Consultant" after successfully completing rigorous training and examinations.
• Served as the primary point of contact for clients, ensuring the delivery of exceptional customer experiences for a diverse range of financial products and services.
• Proficiently collected, documented, and analyzed clients' financial data to comprehensively assess their financial situations and aptitudes.
• Executed strategic business development initiatives, including client acquisition and retention strategies, leading to increased total sales through effective cross-selling and upselling of financial products and services.
• Provided comprehensive education and guidance to clients, aiding them in achieving individual retirement savings goals, children's education goals, and personal financial objectives.
• Applied various research, marketing, and business development methods, including primary research, digital platform utilization (LinkedIn, IG, FB), and field visits to optimize outreach and engagement.
• Developed professional expertise within "Financial Protection & Planning" through continuous pursuit of further training opportunities. Key Skills utilized in this role, Strategic Business Development, Business Planning, Market Research, Client Acquisition, Customer Retention, Key Account Management, Client Satisfaction, Lead Generation, Presentation Skills, Persuasion, Relationship Building, Pricing Strategies, Flexibility, Solution-Oriented, Critical Thinking.
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Total Experience : & Years & Six Months
3 Years in UAE
4 Years in India
Several Professional Qualifications
Right Experience & Attitude
UAE Driving License Since 2014
Played a crucial role in a specialized project, overseeing the establishment of a new fabrication facility for piping spools. Key Highlights
• Collaborated with technical experts in the management of contracting and vetting processes for issued tenders.
• Executed strategic sourcing, ensuring the procurement of quality materials through a meticulous supplier selection process.
• Conducted cost analysis to identify tactical cost-saving opportunities, negotiating favorable terms and conditions for new contracts.
• Provided expert guidance to management teams, facilitating cost-effective tendering processes.
• Cultivated and maintained productive relationships with stakeholders, ensuring effective communication and mutually beneficial outcomes.
• Conducted due diligence checks on potential suppliers, flagging and addressing detected issues for corrective action. Key Skills demonstrated in this role, Cost Analysis, Supply Chain Optimization, Supplier Relationship Management, Strategic Sourcing, Ethics & Integrity, Contract Management, Procurement, Logistics.
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