Authorised Financial Consultant
Nexus Insurance Brokers UAE
Total years of experience :23 years, 10 Months
Managed all aspects of insurance sales activities - prospecting new clients, setting up meetings and closing sales regularly.
Managed and supported insurance policy and risk management documentation.
Performed documentation regarding liability and property claims.
Managed and supervised company staff to provide customized services to clients.
Completed all claim applications and initiated payments.
Resolved all technical and procedural issues in strict compliance with company regulations.
Spearheaded new produced in the market.
Played a key role in managing sensitive issues and consequently built team dynamics and brought different individual personalities together and made excellent team work happen.
Expertly Managed customer relations at all levels.
Proactively managed all the day to day activities of the office.
Took prompt decisions on urgent matters as well as all HR management like recruiting training and mentoring of the staff.
Maintained all correspondence with parent company in Germany.
Active participated in strategic meeting for planning, and organizing as well as setting up exhibitions and symposiums both national and international.receiving training in the UAE)
Organized and managed specialized Training for Dentist - Local and International. (Including arranging for internationally popular and successful speakers and trainers.)
Managed all aspects of internal / external customer satisfaction.
Maintained all communication with dentist and dental laboratories - Clients from all over UAE
Assisted the director with all his daily work.
Managed stores.
Prepared reports and regular forecast.
3. Company: Srusti Group of Companies - Mumbai India
Designation: Senior Sales Executives
Year: 1995 - 1999
• Awarded best financial consultant for 2 consecutive years.
• Dealt directly with investors.
• Maintained all the Investment records.
• Handled petty cash.
• Cross checked periodic interest and organizing deliveries
• Compiled survey reports on the Investment market.
• Prepared various sales reports (territory-wise, company-wise and target monitoring reports for Bombay Market)
• Participated at the management level in the development of objectives and strategies for Srusti Credit and Capital Ltd.
• Always been an over-achiever with regards to targets assigned.
TECHNICAL QUALIFICATIONS
• Attended various leadership and motivational development workshops.
Also attended short courses on Personality development, time
management, presentation skills and public speaking etc.
MBA - Master of Business Administration 2005 - 2008 Sikkim Manipal University - India Specialisation in HR and Marketing.
Bachelor of Commerce 1991 - 1995 University of Bombay, India
